WE Family Offices
Information by Research Trustfinance
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.
United States
Industry
- Wealth ManagementPRIMARY
- Insurance
Financial
HQ Location