Wealth Enterprise^®

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WE Stands for Wealth Enterprise^®

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WE helps families transform their wealth into a well-run business.

[/et_pb_text][et_pb_text _builder_version=”4.19.5″ _module_preset=”default” link_text_color=”#DD2F02″ text_orientation=”center” max_width=”700px” module_alignment=”center” animation_style=”slide” animation_direction=”top” animation_intensity_slide=”10%” text_orientation_tablet=”left” text_orientation_phone=”left” text_orientation_last_edited=”on|desktop” module_alignment_tablet=”left” module_alignment_phone=”left” module_alignment_last_edited=”on|phone” global_colors_info=”{}”]Over our decades of working with some of the world’s wealthiest families, we’ve observed that families who successfully sustain their wealth across multiple generations manage the family wealth as they would a business enterprise. They create a wealth enterprise^®.[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.5″ _module_preset=”default” background_color=”#ede9e2″ positioning=”none” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” _builder_version=”4.19.5″ _module_preset=”default” custom_margin=”||||false|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.19.5″ _module_preset=”default” animation_direction=”bottom” custom_css_main_element=”margin: auto;” global_colors_info=”{}”][et_pb_image src=”https://www.wefamilyoffices.com/wp-content/uploads/2023/05/Wealth-Enterprise-Image-1.png” title_text=”Wealth Enterprise Image 1″ align=”center” _builder_version=”4.19.5″ _module_preset=”default” max_width=”500px” module_alignment=”left” custom_margin_tablet=”||50px||false|false” custom_margin_phone=”||50px||false|false” custom_margin_last_edited=”on|tablet” animation_style=”slide” animation_direction=”bottom” animation_intensity_slide=”10%” global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.19.5″ _module_preset=”default” animation_direction=”bottom” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.5″ _module_preset=”99418bbf-ea7a-458c-9259-df7335bb814f” header_3_font=”Merriweather|300|||||||” header_3_text_color=”#000000″ header_3_font_size=”24px” header_3_line_height=”1.4em” custom_margin=”||40px||false|false” animation_style=”slide” animation_direction=”bottom” animation_intensity_slide=”10%” header_3_font_size_tablet=”20px” header_3_font_size_phone=”20px” header_3_font_size_last_edited=”on|phone” global_colors_info=”{}”]

Why A Wealth Enterprise^®?

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A clear purpose for your wealth and a long-term strategy with which to manage it

A clear understanding of everyone’s role in managing the family’s wealth

Financial products that are right for you, purchased at the right price and from the right provider

Easy-to-understand financial statements and reporting capabilities that allow you to measure progress toward your goals and make decisions with clarity and confidence

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An effective decision-making process with transparent governance structures in place

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Getting Started with WE

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STEP 1

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We begin with a deep exploration of your family’s wealth, financial activities, unique circumstances and most importantly, the long-term mission and vision for your wealth. We help you answer questions such as:

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Who are we as a family?

[/et_pb_text][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.19.5″ _module_preset=”default” background_color=”#dfe9f0″ custom_padding=”15px|20px|15px|20px|true|true” animation_style=”slide” animation_direction=”bottom” animation_intensity_slide=”10%” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.5″ _module_preset=”default” text_font_size=”24px” text_orientation=”center” text_font_size_tablet=”20px” text_font_size_phone=”16px” text_font_size_last_edited=”on|desktop” global_colors_info=”{}”]What do we own?[/et_pb_text][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.19.5″ _module_preset=”default” background_color=”#dfe9f0″ custom_padding=”15px|20px|15px|20px|true|true” animation_style=”slide” animation_direction=”right” animation_intensity_slide=”10%” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.5″ _module_preset=”default” text_font_size=”24px” text_orientation=”center” text_font_size_tablet=”20px” text_font_size_phone=”16px” text_font_size_last_edited=”on|desktop” global_colors_info=”{}”]How do we own it?[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.19.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.5″ _module_preset=”default” text_orientation=”center” animation_style=”slide” animation_direction=”top” animation_intensity_slide=”10%” global_colors_info=”{}”]

Answering these questions serves as a starting place for your wealth enterprise^®.

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STEP 2

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Understand the Status Quo

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Income statements, balance sheets, cash flows – all of these are critical to any successful business. Why shouldn’t a wealthy family use the same tools to manage the business of its wealth?

The first step in building your wealth enterprise^® is to gather a robust set of financial statements to gain a complete understanding of where you are, where you’re going and where you’d like to be.

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STEP 3

Identify the Three Primary Components of Wealth Management

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The Eco-System Of Providers

Asset managers, private banks, lawyers, accountants, trust companies, custodians, consultants and brokers should be included – anyone who is working with you to manage your wealth.

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Wealth Management Activities

Aspects to consider would be: financial administration, financial planning, estate and tax planning, investment advisory and risk management.

Strategy, Structure and Governance

How your family makes decisions, how they prepare for succession, how they educate the next generation of wealth owners are all foundational pieces to establish. But despite their importance, many families leave them unexplored.

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We work with you to identify these critical aspects of your financial circumstances, making it clear what areas need attention, and what areas are working well. From there we develop a customized plan to optimize and manage your wealth.

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Case Study

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Successful businesses operate using sound business practices. Why should your family be any different? Learn how the Goodwells began to manage their wealth in the same way they manage their business.

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Meet the Goodwells

The Goodwells built a successful business and have accumulated significant personal wealth. They are busy so they left their personal wealth to be managed by a handful of outside providers.

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Disconnection and Frustration

The Goodwells feel disconnected and frustrated.
They didn’t know how they were invested, or why, and their estate plans were misplaced. Their providers didn’t communicate with one another, leaving the Goodwells wondering “Who is in control?”

Creating a Wealth Enterprise

The Goodwells began to manage their wealth in the same way they manage their business. They created a Wealth Enterprise. The Goodwells have a clear purpose for their wealth and manage it with a long-term strategy. Financial reports allow the Goodwells to measure progress and evaluate each provider’s effectiveness.

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Who We Are

What We Do

Thought Leadership

Wealth Enterprise^®

WE helps families transform their wealth into a well-run business.

Why A Wealth Enterprise^®?

Getting Started with WE

Understand the Status Quo

Identify the Three Primary Components of Wealth Management

The Eco-System Of Providers

Wealth Management Activities

Strategy, Structure and Governance

We work with you to identify these critical aspects of your financial circumstances, making it clear what areas need attention, and what areas are working well. From there we develop a customized plan to optimize and manage your wealth.

Meet the Goodwells

Disconnection and Frustration

Creating a Wealth Enterprise

Miami

New York

Who We Are

What We Do

Thought Leadership

Wealth Enterprise®

WE helps families transform their wealth into a well-run business.

Why A Wealth Enterprise®?

Getting Started with WE

Understand the Status Quo

Identify the Three Primary Components of Wealth Management

The Eco-System Of Providers

Wealth Management Activities

Strategy, Structure and Governance

We work with you to identify these critical aspects of your financial circumstances, making it clear what areas need attention, and what areas are working well. From there we develop a customized plan to optimize and manage your wealth.

Meet the Goodwells

Disconnection and Frustration

Creating a Wealth Enterprise

Wealth Enterprise^®

Why A Wealth Enterprise^®?