Assets Under Management

$15.4B

Number of Clients

107

Number of Advisors

28

Average Client AUM

$143.6M

AUM per Advisor

$548.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

WE Family Offices is a multi-family office providing strategic wealth advice to ultra-high net worth families. They offer customized family office services, including non-discretionary investment advice, financial planning, and coordination of service providers. WE empowers families to manage their wealth as a business enterprise.

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$200,000
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Location

2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL, 33134

28 Advisors at this firm

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