WE Family Offices
WE Family Offices is an award-winning independent family office firm that provides comprehensive advisory and wealth management services to single family offices and ultra-high-net-worth (UHNW) families. The firm partners closely with each family to design and implement a customized wealth enterprise, enabling families to manage their wealth with the same discipline and strategic vision used to run a successful business. With a strong commitment to independent, conflict-free advisory, WE Family Offices delivers tailored family office solutions aligned with each client’s unique goals, values, and circumstances. Their approach focuses on effectively managing, preserving, and growing multi-generational wealth, ensuring that families retain control over their financial future.
ABOUT WE FAMILY OFFICES
WE Family Offices is an award-winning, independent, fee-only family office advisory firm serving single-family offices and ultra-high-net-worth (UHNW) families.
The firm delivers deeply personalized advisory and wealth enterprise services, whether acting as a fully outsourced family office, supporting an existing one, or helping families build their family office from the ground up.
WE helps families manage, preserve, and grow intergenerational wealth with clarity, control, and a values-aligned approach.
Today, WE Family Offices advises on approximately $13.9 billion in client assets and provides reporting on an additional $2.4 billion, for a total of $16.3 billion in assets under advisement or reported.
It currently serves around 100 families across the United States, Latin America, and Europe.
AREAS OF EXPERTISE & SERVICES
Investment Strategy & Oversight – Tailored investment advisory includes wealth enterprise mapping, asset allocation, manager research, portfolio construction, review of inbound ideas, and execution support.
Back Office Support & Reporting – Consolidated performance measurement and reporting; financial institution neutral aggregation of data for both liquid and illiquid assets; multi-currency reporting; transaction reconciliation; and cash flow analysis.
Estate, Tax Planning & Governance – WE supports special projects such as multi-jurisdictional tax, succession planning, legal entity review, wealth transfer strategies, and family governance.
Optimizing the Ecosystem of Service Providers – Diagnostic review of existing providers, helping families source, evaluate, or renegotiate with managers, banks, custodians, lawyers, trust companies, and other financial service firms.
Consolidated Reporting & Values-Aligned Investing – A commitment to ensure clients see a clear, holistic view of their holdings and performance; also offering investment approaches that embed family values, thematic preferences, or ESG considerations.