WE Family Offices has been recognized on CNBC’s first-ever Elite Advisors list, which honors 25 leading wealth management firms serving ultra-high-net-worth individuals and family offices across the United States.
The inaugural list evaluates firms on their ability to serve clients with $25 million or more in investable assets, and more importantly, their capacity to address the full spectrum of what today’s wealthiest families require. That extends well beyond portfolio management to encompass tax and estate planning, business advisory services, family governance and philanthropic strategy. CNBC’s methodology assessed organizational scale, breadth of service offerings, professional credibility and client retention to identify firms positioned to handle the multifaceted needs of this client base.
WE Family Offices is honored to be selected to this inaugural list, as it affirms that our commitment to remaining independent, fiduciary-focused and aligned with families’ long-term interests continues to define how we serve.
See the full CNBC Elite Advisors list here.
Important Information:
This material includes references to financial media firms and awards pertaining to third-party ratings and rankings of WE Family Offices LLC (“WE Family”), that may be public information in the ordinary course of its business, and such firms are not affiliated or related to WE Family. These firms may have independently provided WE Family with a questionnaire or survey as structured by the firms and used in the preparation of the third-party rating or ranking and not designed or prepared to produce any predetermined result. WE Family does not compensate directly or indirectly such firms in connection with obtaining or using the third-party rating or rankings. This rating was confirmed in June of 2026 based on data within a 12-month period. CNBC created and tabulated the rating; judging panels made decisions based on award-specific methodology.
