Decades of working with families
WE Family Offices was founded by professionals who left traditional financial services firms to offer their ultra-high-net- worth clients and families something very different.
Where we started
We all felt conflicted working in business models that were focused on the sale of financial products and services. We saw gaps in what we could offer at traditional firms, so we set out to build something better.
Where we are today
Today, WE serves around 100 families in the U.S. and international markets. Our firm advises on approximately $13.9 billion and reports on an additional $2.4 billion for a total assets under advisement or reported on of $16.3 billion. For some, we serve as their fully outsourced family office; for others in a support capacity to their existing single-family office.
Our clients are educated, sophisticated and entrepreneurial
They have their own sets of values that help define their intentions. They have built or grown businesses. Our work is an extension of theirs. We seek to understand their individual needs and complex holdings and put their varied interests before our own.