Verified 10 Nov 2026
WE Family Offices
WE Family Offices advises about 100 families from offices in Coral Gables, Florida, and New York, and was founded by advisers who had left traditional financial services firms. It acts as an outsourced family office or supports a family's existing single-family office. Its Form ADV filed on 21 April 2026 reported $17.8 billion in regulatory assets, and it has an alliance with London's Wren Investment Office and Madrid's MdF Family Partners.
- Type
- Multi-family office
- Location
- Coral Gables, Florida, United States
- Sectors
- Public equities, Private funds, Fixed income
- Fund size / AUM
- $17.8B regulatory AUM (Form ADV, filed 2026-04-21)
- Latest fund or filing
- 21 Apr 2026
- Website
- www.wefamilyoffices.com
Contacts on file
For WE Family Offices, the paid file holds: 4 named decision-makers with roles.
Get US family offices, $995 Free sample
One-time payment. No subscription. No account.
Sources
- adviserinfo.sec.gov/firm/summary/109869
- reports.adviserinfo.sec.gov/reports/ADV/109869/PDF/109869.pdf
- www.wefamilyoffices.com/
- www.wefamilyoffices.com/q4-investment-outlook-interest-rates-equities-and-portfo
- www.wefamilyoffices.com/we-family-offices/
- www.wefamilyoffices.com/contact-family-offices/
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 10 lists
Family offices in Miami and South Florida (23)Family offices in Florida (40)Family offices in the Southeast (72)US family offices that invest in private funds (85)Family offices that invest in fixed income (93)Family offices that invest in private funds (109)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)