Overview

WE Family Offices

Information by Research Trustfinance

https://wefamilyoffices.com/

Founded in 2013, WE Family Offices operates as a "Chief Financial Officer" for ultra-high net worth families, providing integrated and independent advice on all aspects of their wealth. The firm is built on the principle of providing conflict-free guidance, acting as a fiduciary to its clients. Services include comprehensive wealth management, global investment management, and planning for family governance and legacy, with a focus on serving international, multi-generational families.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Insurance

HQ Location