WE Family Offices Ranks Among Forbes Top 100 Wealth Managers of 2015

Once again ranked this year, WE Family Offices was listed on Forbes Top 100 Wealth Managers of 2015. The firms on Forbes’ list collectively manage $467.5 billion.

The data for the list is compiled by RIA Database. Candidates are evaluated on both qualitative and quantitative criteria, including assets under advisement. In order to qualify for inclusion, firms must manage at least 50% of their assets on behalf of retail clients, cannot run a broker-dealer, cannot be a bank, and must be performing wealth management services. Firms cannot have had any regulatory, civil or criminal disclosures.

To read the full list, click here: http://www.forbes.com/sites/steveschaefer/2015/05/01/top-wealth-managers-2015-investing-advice/

About Forbes:

From their website: “Forbes… is among the most trusted resources for the world’s business and investment leaders, providing them the uncompromising commentary, concise analysis, relevant tools and real-time reporting they need to succeed at work, profit from investing and have fun with the rewards of winning. Forbes.com includes real-time original reporting on business, technology, investing and lifestyle; stock and mutual fund quotes; comprehensive company profiles; a wide array of interactive tools, calculators and databases, including People Tracker, the annual Forbes Lists; a Lifestyle section that currently focuses on high-end vehicles, collecting, real estate and travel; and the complete editions of Forbes’ magazines.

This communication contains our current opinions and commentary, and does not represent a recommendation of any particular security, strategy, investment product or manager. The views expressed here are subject to change without notice. This commentary is distributed for educational purposes only and should not be considered as investment advice or an offer of any security or service for sale. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. No part of this letter may be reproduced in any form, or referred to in any other publication, without WE’s written permission.