WE Family Offices
WE Family Offices is an award-winning independent family office firm serving single family offices and ultra-high net worth families. The firm works with each family to help create a unique wealth enterprise to manage their wealth as they would manage a well-run company, helping them to effectively manage, preserve and grow their wealth. With a clear vocation to independent advisory, WE Family Offices provide their clients with a custom framework of family office services to their families – tailored to their specific needs, objectives and circumstances and implemented in a way that most benefits them.
ABOUT WE FAMILY OFFICES
WE supports your single family office for special reports, serves as an extension of your family office, or helps to start your family office.
WE provides complete family office solutions including wealth enterprise mapping, investments, financial and wealth planning, management of financial service providers, consolidated reporting, family education and governance, reconciliation, and quality control to high-net-worth families and individuals.
As of June 30, 2019, WE now advises on approximately $8 billion and reports on an additional $1.3 billion for a total assets under advisement or reported of $9.3 billion, working with 72 families from all over the world.
RECOGNITION
Top Financial Advisors in Miami and Coral Gables, Florida 2020–2021, AdvisoryHQ
Best Multi-Family Office from $10 billion to $15 billion AUM/AUA 2018–2021, Family Wealth Report
Second-largest RIA in the South 2021, InvestmentNews
Top Registered Advisors 2019–2020, Financial Advisor Magazine
Top 300 Registered Investment Advisers 2018–2020, Financial Times
Best Multi-Family-Office Client Service 2019, Private Asset Management Magazine
WE FAMILY OFFICES SERVICES
Wealth Enterprise Mapping
Comprehensive Investment Planning
Special Projects
Family Office Governance and Education
Optimizing your Ecosystem of Providers
Estate and Tax Planning
Asset Allocation and Portfolio Construction
Fee Evaluation, Negotiation and Quality Control
Oversight and Market Updates
Sourcing and Due Diligence
Values-Aligned Investments
BACK OFFICE SUPPORT
Data Aggregation and Consolidated Reporting
Transaction Reconciliation
Sources and Uses of Cash