Challenges We Address

We play three primary roles in our work with clients

  • We serve as an outsourced family office for an UHNW family.
  • We serve as an extension of an existing single family office.
  • We conduct special projects and diagnostics for UHNW families.

Our work starts with you.

We address real-life issues that deeply impact your wealth.

Challenges

Our work can be broken down in three main aspects of your financial life:

  • Who are we as a family?
  • What is our overall strategy and mission?
  • What are our core principles and values?
  • How do we make decisions and what roles do different family members play?
  • What are our plans for succession and preparation of the next generation?
  • What do we own and how do we own it?

  • What does our network of providers look like?
  • How does this network align with what we are trying to accomplish and how we want to make decisions?
  • Do we have the right set of providers? Are we buying only the products and services we need, at the right price?
  • What does the big picture of our investments look like? Is it aligned with our objectives?
  • Are our estate planning structures up to date and in line with the overall strategy?

  • How are we progressing towards our objectives?
  • How are our investments performing?
  • Is our overall net-worth increasing? Or decreasing?
  • Do we have the right investments?
  • Is our asset allocation right?
  • How much are we paying – all in – for our wealth management services?
  • Is everything we are doing aligning with our objectives and our plan?
  • Do we have the right risk management tools in place?
Contact WE Family Offices

Let us know if you'd like to know more about how WE can assist you.

Meet We Family Offices

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