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.
0
Total investors
0
Early stage
0
Mid stage
0
Late stage
2013
Founded
Investors
0 investors
All
Early stage
Mid stage
Late stage
No investors in this category
Frequently asked questions
When was WE Family Offices founded?
WE Family Offices was founded in 2013.
What industry is WE Family Offices in?
WE Family Offices operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is WE Family Offices based?
WE Family Offices is headquartered in Miami, United States.
Find investors for your startup like WE Family Offices
Gritt sends AI-personalised outreach to each investor — from your Gmail
