WE Family Offices logo

WE Family Offices Employee Directory

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.

Find WE Family Offices employees' phone numbers or email addresses

WE Family Offices Global Highlights

Location
Employees

North America
86

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  • United States Of America
    86

Europe
6

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  • Spain
    2
  • United Kingdom Of Great Britain And Northern Ireland
    2
  • Switzerland
    1
  • Netherlands
    1

Africa
4

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  • Nigeria
    1
  • South Africa
    1
  • Egypt
    1
  • Ghana
    1

Asia
3

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  • Pakistan
    1
  • Philippines
    1
  • India
    1

WE Family Offices's Leadership

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    M. L.
    Chief Executive Officer
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    G. N.
    Partner Director Of Investments
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  • Stylized image of a person
    T. M.
    Partner General Counsel Chief Compliance Officer
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    B. K.
    Vice President
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    S. S.
    Senior Investment Manager
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    D. A.
    Staff Accountant
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    K. G.
    Senior Investment Analyst And Associate
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    A. W.
    Investment Associate
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WE Family Offices Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Analytics
  • Accounting
  • Administrative
  • Legal
  • Other
  • Education
  • Banking
  • Community & Social Services
  • Business
  • Consultant

Contact profiles from WE Family Offices

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. G.
    Middle Office Specialist
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    H. W.
    Personal Manager (of Myself ;-))
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    SwitzerlandLucerne
    Jun 01, 2026

Frequently Asked Questions

What is WE Family Offices known for?

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WE Family Offices was founded in 2013 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore WE Family Offices's company overview page for more information.

What is WE Family Offices's most common email format?

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WE Family Offices employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WE Family Offices email formats with LeadIQ.

How many employees does WE Family Offices have currently?

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WE Family Offices has approximately 64 employees as of July 2026. These team members are located across 4 continents, including North AmericaEuropeAfrica.

Who are WE Family Offices's key employees and leadership?

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As of July 2026, WE Family Offices's key employees include:

  • Chief Executive Officer: M. L.
  • Partner Director Of Investments: G. N.
  • Partner General Counsel Chief Compliance Officer: T. M.
  • Vice President: B. K.
  • Senior Investment Manager: S. S.

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