We Family Offices
Assets Under Management
$15.4B
Number of Clients
107
Number of Advisors
28
Average Client AUM
$143.6M
AUM per Advisor
$548.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WE Family Offices is a multi-family office providing strategic wealth advice to ultra-high net worth families. Services include investment advice, financial planning, investment manager selection, and consolidated asset reporting. They operate on a non-discretionary basis and do not have custody of client assets.
Fee Structure
WE Family Offices primarily uses flat fee compensation arrangements, with a minimum fee of $200,000. These fees range from $250,000 to over $1,000,000 based on net worth. Some clients who signed agreements with predecessor firms pay an annual wealth management fee based on a percentage of assets under advisement (AUA), ranging from 0.45% to 1.50%, decreasing as AUA increases. They also offer wealth diagnostic services for a flat fee of $50,000 to $100,000.
Areas of Practice
Location
2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL, 33134