Company profile
WE Family Offices
WE Family Offices is a different kind of wealth advisor. WE stands for Wealth Enterprise.
- Industry
- Financial Services
- Employees
- 65
- Headquarters
- Coral Gables, Florida
- Founded
- 2013
- LinkedIn followers
- 12,307
- Office locations
- 2
WE Family Offices company summary
WE Family Offices is a company in the Financial Services industry, headquartered in Coral Gables, Florida, founded in 2013. On LinkedIn the company has around 65 employees and 12,307 followers. The company lists 2 office locations. Its listed specialties include UHNW wealth management, Financial Planning, Investments, Lifestyle planning, Family governance and education.
What technology does WE Family Offices use?
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About WE Family Offices
With offices in New York and Miami, WE Family Offices is an award-winning independent, family office firm serving single family offices and ultra-high net worth families. The firm addresses the real-life wealth challenges families face. WE 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. WE is an independent advisory firm and is also one of just 30 firms listed on the Institute for the Fiduciary Standard’s Real Fiduciary™ Advisor Registry. To underscore their commitment to putting clients’ interests first, WE has become a Certified B Corporation, providing external validation of the firm’s commitment to balancing profit with purpose. WE Family Offices was most recently recognized for Outstanding Contribution to Wealth Management Thought Leadership by Family Wealth Report, and was listed among the Financial Times’ Top 300 Independent Advisors in the United States in 2019. 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. To enhance the services WE provides to global families, WE has formed an alliance with two international firms – Wren Investment Office in London and MdF Family Partners in Madrid. Learn more at www.wefamilyoffices.com. WE stands for Wealth Enterprise.
Specialties
Where is WE Family Offices located?
WE Family Offices lists 2 office locations.
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Frequently asked questions about WE Family Offices
What does WE Family Offices do?
With offices in New York and Miami, WE Family Offices is an award-winning independent, family office firm serving single family offices and ultra-high net worth families. The firm addresses the real-life wealth challenges families face. WE 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. WE is an independent advisory firm and is also one of just 30 firms listed on the Institute for the Fiduciary Standard’s Real Fiduciary™ Advisor Registry. To underscore their commitment to putting clients’ interests first, WE has become a Certified B Corporation, providing external validation of the firm’s commitment to balancing profit with purpose. WE Family Offices was most recently recognized for Outstanding Contribution to Wealth Management Thought Leadership by Family Wealth Report, and was listed among the Financial Times’ Top 300 Independent Advisors in the United States in 2019. 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. To enhance the services WE provides to global families, WE has formed an alliance with two international firms – Wren Investment Office in London and MdF Family Partners in Madrid. Learn more at www.wefamilyoffices.com. WE stands for Wealth Enterprise.
How many employees does WE Family Offices have?
WE Family Offices has around 65 employees on LinkedIn.
Where is WE Family Offices headquartered?
WE Family Offices is headquartered in Coral Gables, Florida.
Where does WE Family Offices have offices?
WE Family Offices lists 2 office locations, including Coral Gables, Florida, US; New York, NY, US.
When was WE Family Offices founded?
WE Family Offices was founded in 2013.
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