What is WE Family Offices?
WE Family Offices is a unique partner for families aiming to manage, preserve, and grow their intergenerational wealth. Born from a group of professionals who stepped away from traditional financial services, this firm offers ultra-high-net-worth clients and families something refreshingly different. It’s not just about financial products here—it’s about building lasting relationships and tailored strategies that truly fit each family’s story.
Main Benefits and Key Figures
Here’s a quick snapshot of what WE Family Offices brings to the table:
- Serving around 100 families across the U.S. and international markets
- Advising on approximately $13.9 billion in assets
- Reporting on an additional $2.4 billion, totaling $16.3 billion under advisement or reported on
- Offering fully outsourced family office services or support to existing single-family offices
The Origin Story: Why WE Family Offices Was Created
The founders of WE Family Offices felt a real conflict working within business models that pushed financial products and services. They noticed gaps—big ones—in what traditional firms could offer. So, they set out to build something better, something that puts families first, focusing on their unique needs rather than sales targets. It’s a story about breaking away and doing things differently.
How WE Family Offices Supports Families
Families face a maze of complex choices when it comes to organizing and managing wealth. WE Family Offices steps in to help define values, set clear objectives, and navigate the intricacies of wealth across generations. It’s about understanding deeply personal goals and crafting strategies that fit those individual circumstances—no cookie-cutter solutions here.
Investment Strategy & Oversight: Navigating Market Cycles Together
Through thick and thin, WE Family Offices stands side-by-side with families, guiding them through uncertain economic times. Their mission? To help families understand the many options on the table and implement ideas that truly make sense for them. It’s a partnership built on trust, experience, and a steady hand through multiple market cycles.
WE Family Offices’ Impact on Sustainable Development Goals (SDGs)
- Promotes responsible consumption and production by advising on sustainable investment strategies
- Supports economic growth and decent work through entrepreneurial client partnerships
- Encourages innovation in wealth management and family office services
- Fosters partnerships that enhance financial literacy and intergenerational wealth preservation
Working with Single Family Offices: A Collaborative Approach
In today’s fast-changing environment, WE Family Offices collaborates with single-family offices on special projects or ongoing roles. They bring transparent, objective advice and leverage decades of experience. Plus, they share buying power, networks, and best practices—helping family offices stay agile and informed without losing sight of their core values.
