Directory
Mission statement
WE Family Offices
WE Family Offices, LLC
Protected through
- Certified B Corporation
What they do
WE Family Offices provides wealth management, investment strategy, and estate planning advisory services to families. They also offer consulting and operational support services to independent single family offices.
“To support successful families in sustaining their financial and human capital for the benefit of themselves, their communities, and the world at large.”
Status
Private
Industry
Financial Services & Fintech
Headquarters
Coral Gables, Florida
Founded
2000
Website
Sources (4)
- WE Family Offices LLC - Certified B Corporation - B Lab GlobalB Lab directory · retrieved 2026-06-07
- WE Family Offices Becomes Certified B Corp - WE Family OfficesCompany website · retrieved 2026-06-07
- B Corp: Practical Considerations for FamiliesCompany website · retrieved 2026-06-07
- Why this wealth manager decided to become a B Corporation - InvestmentNewsNews article · retrieved 2026-06-07
Added 2026-06-07 · last updated 2026-06-07Informational only; not legal advice. Verify against the sources above before relying on this entry.