WE Family Offices Email Format

Financial ServicesFlorida, United States51-200 Employees

WE Family Offices is an independent financial services firm that serves single family offices and ultra-high net worth families, with offices in New York and Miami and based in Coral Gables, Florida. It aims to treat wealth as a business by building a structured wealth enterprise to preserve, manage, and grow assets. The name WE stands for Wealth Enterprise, and the firm has earned fiduciary recognition as an independent adviser, including a listing on the Real Fiduciary Advisor Registry and certification as a B Corporation.

It serves clients globally and extends its reach through alliances with Wren Investment Office in London and MdF Family Partners in Madrid to support international families. As of June 30, 2019, the firm advised on a substantial amount of client assets across dozens of families worldwide. In 2025, Agreus Group announced a partnership with WE Family Offices LLC, signaling expanded collaboration beyond recruitment.

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