A Global Alliance
In order to enhance resources and services to families from all over the world, WE Family Offices has established a global alliance with two international firms – Wren Investment Office in London and MdF Family Partners in Madrid. The global alliance has created a path to share resources, networks and intellectual capital, giving all three firms more breadth and depth of service.
Our three firms remain separate entities and advise and serve clients independently. Through our alliance, we collaborate to leverage the investment capabilities, relationships and services of each firm to further benefit client families. This provides our clients access to a global platform with servicing options in the UK, Europe and the United States.
MdF Family Partners
With offices in Barcelona and Madrid, MdF Family Partners is an independent wealth management firm focused on providing ultra-high net worth families conflict-free advice. The firm currently serves more than 40 families and advises on more than $2 billion. MdF Family Partners assists families with the development of strategic wealth plans, personalized family governance structures and provides consolidated reporting, analysis and monitoring of risks. To maintain conflict-free independence, MdF is only compensated by client families.
Wren Investment Office
Based in London, Wren Investment Office was established in 2016 and is managed by five experienced professionals who have worked together in the private wealth sector for more than a decade. Wren’s offering is directed at individuals and families who require the highest standards of multi-generational wealth management, with top quality client servicing and state-of-the-art consolidated reporting. Wren’s work is guided by commitment to providing un-conflicted advice, a simple fee structure and adherence to putting clients’ interests first.