family wealth advisory

Advising, protecting and sustaining

A profound sense of responsibility surrounds our work with families as we help them navigate the many complex decisions that come with a life with wealth.

We work tirelessly to gather the most compelling solutions to address our families’ challenges and then help them implement these solutions across their entire Wealth Enterprise.

Partner With Us
Succession Planning
Trust + Estate & Tax Planning
Family Governance & Education
Investment Advisory
Philanthropy & Legacy Planning
Consolidated Reporting

Families with generational wealth have a choice: establish your own family office or find a firm that can provide you with something similar - or a combination of both. 

WE Family Offices curates an ecosystem of providers that work in concert to help you and your family achieve your current and future financial goals.

We answer questions like:

Do we have the right set of providers?

How are our investments performing?

Do we need our own family office?

Are our estate planning structures up to date + in line with our objectives?

What purpose does our wealth serve?

What does the big picture of our investments look like? Is it aligned with our objectives?

Do we have the right set of providers?

How are our investments performing?