WE Family Offices provides independent, fee-only multi-family office services to ultra-high net worth client families. Operating as a strategic wealth advisor, WE Family Offices manages relationships based on the concept of treating a family's financial and non-financial assets as a business enterprise. The firm provides services including asset allocation, portfolio construction, financial planning, family governance and succession planning, investment manager selection, service provider coordination, and consolidated portfolio reporting. As a non-discretionary advisor, WE Family Offices provides recommendations and information, but clients retain the ultimate authority and responsibility for all investment decisions and securities trades. The firm does not receive compensation from the recommendation or sale of securities or investment products, maintaining an independent stance.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Legacy percentage-based fees typically range from 0.45% to 1.50% of assets under advisement. The firm's strong preference is for flat fee compensation arrangements.