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 * WHO WE ARE
   * OUR TEAM
   * B-Corp
   * Wealth Enterprise®
   * Careers
 * Who We Serve
   * Families
   * Single Family Offices
   * Services Overview
   * What Can You Expect?
   * International Platform
 * Thought Leadership
   * PUBLISHING & PRESS
   * FAQ
 * CONTACT
 * English
   * Español

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 * WHO WE ARE
   * OUR TEAM
   * B-Corp
   * Wealth Enterprise®
   * Careers
 * Who We Serve
   * Families
   * Single Family Offices
   * Services Overview
   * What Can You Expect?
   * International Platform
 * Thought Leadership
   * PUBLISHING & PRESS
   * FAQ
 * CONTACT
 * English
   * Español


WE STANDS FOR WEALTH ENTERPRISE®. WE IS THE
FAMILY OFFICE COMPANY

WE serves families as an outsourced family office, as an extension of their
family office, or by managing special mandates and projects for families as
needed. As fiduciary advisors, our clients’ interests come first, and our
service offering is tailored to meet the specific needs of every family with
whom we work.

Talk with an advisor today



MEET WE

Who We Are





OUR TEAM

MEET OUR TEAM





WHAT WE DO

Our Services





FAQS

Learn More






WE STANDS FOR WEALTH ENTERPRISE®



Over our decades of working with some of the world’s wealthiest families, we’ve
observed the families who successfully sustain their wealth across multiple
generations – that is, enjoy, grow and ensure it benefits family members –
manage the family wealth as they would a business enterprise. Helping families
do just that is so foundational to our firm that it is in our name: WE stands
for wealth enterprise®.

Learn more about building your wealth enterprise®

Watch “A family office is a better way”
WATCH “WE STANDS FOR WEALTH ENTERPRISE®”







A FAMILY OFFICE COMPANY



Whether WE supports your single-family office for special projects, serves as an
extension of your family office, or helps to start your family office, we can
tailor our services to fit your needs. Generally, these engagements provide
support for family offices in three areas:



FAMILY ADVISORY

 * Wealth enterprise® mapping
 * Family governance + education
 * Assessment + action plan
 * Ecosystem of advisors
 * Estate + tax planning
 * Investment planning
 * Special projects
 * Philanthropy/impact


INVESTMENT STRATEGY + OVERSIGHT

 * Asset allocation + portfolio construction
 * Investment sourcing, due diligence + recommendation
 * Fee evaluation, negotiation + quality control
 * Oversight + market updates
 * Private market investments
 * Values-aligned investments

BACK OFFICE SUPPORT

 * Data aggregation + reporting
 * Sources + uses of cash

 * Transaction reconciliation




THOUGHT LEADERSHIP


 * Filter By
 * All
 * Awards
 * Firm Publishing
 * Press

NAVIGATING THE NEW ECONOMIC CYCLE

April 25, 2024



PODCAST – UNVEILING INDIA’S ECONOMIC POTENTIAL, PART II: STRATEGIES FOR
INVESTING

April 11, 2024



PODCAST – UNVEILING INDIA’S ECONOMIC POTENTIAL, PART I: A COMPARATIVE ANALYSIS

April 11, 2024



WE FAMILY OFFICES SHORTLISTED IN SIX CATEGORIES FOR THE 2024 FAMILY WEALTH
REPORT AWARDS

February 22, 2024



PODCAST – INSIGHTS INTO 2024: PRIVATE MARKETS, INTEREST RATES AND INVESTMENT
OPPORTUNITIES

January 25, 2024



MEL LAGOMASINO ON BLOOMBERG TECHNOLOGY: BEYOND THE MAGNIFICENT 7

January 25, 2024



GEOPOLITICAL RISK UPDATE

January 23, 2024



PUBLIC REAL ESTATE (REIT) MARKET UPDATE

January 4, 2024
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INDUSTRY RECOGNITION + HIGHLIGHTS

WE Family Offices is proud to have received recognition from industry
publications and organizations. Though our focus is always first and foremost on
our clients, we feel this recognition points to our commitment to client service
and putting our client families first.

see all awards + highlights


READ OUR ADV

WE Family Offices is registered as an Investment Advisor with the U.S.
Securities and Exchange Commission. We are committed to being clear and open
about how we work with families, our unique business model, and our compensation
structure.

Read Our ADV Part 2A Brochure

READ OUR FORM ADV PART 3 – CUSTOMER RELATIONSHIP SUMMARY (CRS)


WE FAMILY OFFICES IS NOW A B CORP

Since the founding of our firm, our focus has been to support successful
families and help them sustain both their financial and their human capital,
helping them be successful for the benefit of themselves, their communities, and
the world at large. To underscore this mission, we’ve recently been certified as
a B-Corp.

READ MORE

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Family Offices LLC. All rights reserved.