WE Family Offices

WE Family Offices is a different kind of family office working to change the wealth management industry, one wealth enterprise at a time. WE’s unique approach is based on the principle that families who successfully sustain their wealth, manage it as they would manage a business enterprise. WE helps our client families build their wealth enterprises.

WE Family Offices believes families should stay in control of their wealth – constantly learning and always engaged. At WE Family Offices, we ensure your investment solutions and other providers are working together towards your wealth objectives. WE Family Offices is a Florida limited liability company headquartered in Miami, with an office in New York.

  • We believe our clients’ wealth should be respected, protected & nurtured.
  • We believe families who successfully manage their wealth treat it as a business enterprise.
  • We believe in serving as an advocate for our clients, providing independent advice that serves their best interests.
  • We believe in changing the wealth industry, one wealth enterprise at a time.

Website

http://www.wefamilyoffices.com

Industry

Financial Services

Company size

11-50 employees

Headquarters

Miami, FL

Type

Privately Held

Founded

2013

Specialties

UHNW wealth management, Financial Planning, Investments, Lifestyle planning, Family governance and education, Philanthropy, Succession planning, and Thought leadership