Who We Are

WE Family Offices is an independent fiduciary firm serving ultra-high net worth families and family offices. Our approach comes from decades of working with families in many different capacities and enables us to share the buying power, network and best practices with the families we serve.

As a Registered Investment Advisor with the SEC and a founding member of the Institute of the Fiduciary Standard, WE adheres to a strong fiduciary culture of putting clients’ interests first, an emphasis on transparency, and a business model without incentives from products or service providers. WE does not incur sales-based compensation with its investment advisory services that removes actual conflicts of interests with our clients . Because we do not sell products, we have no hidden sales agendas, and our interests are aligned with the families we serve.

Our Story

WE Family Offices was founded in 2000 as TBK Investments and was subsequently purchased by a major bank holding company. In 2013, the executive management team reclaimed the firm’s independence and created WE Family Offices, a new independent, fee-only fiduciary firm.

Today, WE serves more than 80 families in the US, Latin America and Europe: for some as their fully outsourced family office; for others in a support capacity to their existing single-family office. Our firm advises on approximately $10.2 billion and reports on an additional $3.9 billion for a total  assets under advisement or reported on of $14.1 billion.

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Meet WE Family Offices

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