We Family Offices

Overview

WE Family Offices is an independent wealth management firm based in Miami, Florida. It was established in 2013 after its executive team regained independence from a bank holding company. The firm is fee-only and fiduciary. Its services include financial planning, portfolio management for individuals and small businesses, and selecting other investment advisers. Its client base includes high net worth individuals. The firm's history includes an earlier entity founded in 2000, but WE Family Offices took its current independent form in 2013.

Services

• Financial planning
• Portfolio management
• Investment adviser selection

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Selecting other advisers

Location

See more firms in Florida and Miami.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 109869), filed 04/21/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.