We Family Offices

We Family Offices (CRD# 109869) is a financial advisory firm headquartered in Miami, FL. They manage $13,382,462,057 in 96 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,382
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $139,400,646
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, NY

Financial Advisors at We Family Offices
No Advisor Found.
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