WE Family Offices

Name

WE Family Offices

Legal name

WE Family Offices LLC

Website

https://wefamilyoffices.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Multi-Family Office / Wealth Advisory

NAICS

Other Individual and Family Services (624190), Trusts, Estates, and Agency Accounts (52592)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD), Family Business & Succession Advisory (FSAAADAL), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Office Technology & Data (Portfolio, Reporting, Cybersecurity) (FSAAADAN)

Keywords

• Multi-family office
• Wealth advisory
• Investment oversight
• Estate planning
• Family governance

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Advisory Fees: WE Family Offices operates as a non-discretionary investment advisor, earning fees for advisory services. The firm is structured to eliminate sales-based compensation, aligning their interests with client families.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

WE Family Offices is a non-discretionary multi-family office providing comprehensive wealth management to ultra-high-net-worth families. It delivers Family Wealth Advisory (succession, trust and estate, governance, philanthropy), Investment Strategy & Oversight (asset allocation, due diligence, manager evaluation, consolidated reporting), and WE for Single Family Offices (specialized support, investment diligence, provider oversight), supported by a proprietary client portal for performance reporting.

Product overview

WE Family Offices is a multi-family office providing comprehensive wealth management services for ultra-high-net-worth families. The company operates a platform-plus-services model with three core advisory services: Family Wealth Advisory, Investment Strategy & Oversight, and WE for Single Family Offices, supplemented by a client portal and The Wealth Enterprise Briefing podcast for thought leadership. Services cover succession planning, estate planning, family governance, investment management, philanthropy, and consolidated reporting across public and private market investments.

Differentiator

Problem solved

Functional benefit

Brands

• WE for Single Family Offices: Service offering for single family offices providing transparent, objective advice with buying power, network and best practices.
• The Wealth Enterprise Briefing

Products and services

• Family Wealth Advisory Holistic wealth management service providing succession planning, trust and estate tax planning, family governance and education, philanthropy and legacy planning, and consolidated reporting for ultra-high-net-worth families.
• Investment Strategy & Oversight Investment management service offering asset allocation and portfolio construction, sourcing and due diligence, fee evaluation and negotiation, values-aligned investments, oversight and market updates, and consolidated reporting.
• WE for Single Family Offices Advisory service for existing single family offices providing transparent, objective advice on private investment access, provider coordination, investment due diligence, next-generation engagement, performance tracking, and succession planning.
• Client Portal Secure online portal that gives clients access to their accounts, consolidated investment performance reports, and family office services.
• The Wealth Enterprise Briefing Podcast Weekly podcast hosted by Managing Partner Michael Zeuner featuring interviews with industry experts on financial news and investment topics impacting enterprising families, distributed on Spotify, Apple Podcasts, Google Podcasts, and Overcast.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• MdF Family PartnerscoreStrategic or Co-development PartnerIndependent wealth management firm with offices in Barcelona and Madrid, focused on ultra-high-net-worth families. Provides strategic wealth plans, family governance structures, and consolidated reporting. Part of WE's global alliance for shared resources, networks, and expertise across UK, Europe, and United States.
• Wren Investment OfficecoreStrategic or Co-development PartnerBased in London, established in 2016 and managed by five experienced professionals with over a decade working together in private wealth. Offers multi-generational wealth management with state-of-the-art consolidated reporting. Part of WE's global alliance providing clients access to UK and European markets.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Bessemer Trust: One of the largest independent multi-family offices in the U.S., serving multiple generations of ultra-wealthy families with similar comprehensive wealth advisory, investment management, and family office services. Closely comparable scale and service model to WE Family Offices.
• Whittier Trust: Multi-family office providing investment management, trust, and family office services to UHNW families. Similar independent, fee-only structure and breadth of services to WE Family Offices.
• Cresset: Multi-family office serving UHNW entrepreneurs and families with comprehensive wealth management, family office, and advisory services. Comparable client profile and integrated service offering to WE Family Offices.
• Tiedemann Advisors: Independent multi-family office and wealth advisory firm serving UHNW families, foundations, and entrepreneurs with similar comprehensive services — investment management, family governance, and succession planning.
• Glenmede: Independent, privately held multi-family office providing investment advisory, wealth planning, and trust services to UHNW families and foundations. Comparable independent ownership structure and full-service family office offering aligned with WE's model.
• Pitcairn: Multi-family office serving multiple generations of wealthy families with investment management, trust and estate, and family governance services. Similar independent positioning and single-/multi-family office capabilities to WE.

Broad incumbents

• Brown Brothers Harriman (BBH) Wealth Management: Long-established private bank and trust company offering private wealth management to UHNW families as part of a broader financial services franchise. Overlaps with WE in advisory and family office services but operates as a much broader incumbent.
• BNY Mellon Wealth Management: Large wealth management franchise of BNY Mellon serving UHNW families with investment management, trust, estate, and family office services. Broader, established incumbent with deeper resources than WE but overlapping client base and services.
• Goldman Sachs Private Wealth Management: Private wealth management arm of Goldman Sachs serving UHNW families with comprehensive advisory, investment, and family office capabilities. Operates at much greater scale than WE within a global investment bank franchise.

Others

• J.P. Morgan Private Bank:

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/wefamilyoffices
• LinkedInlinkedin.com/company/3246954

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about WE Family Offices