WE Family Offices is a multi-family office providing strategic wealth advice to ultra-high net worth families. WE offers services including investment advice, financial planning, and coordination of financial service providers. WE does not have authority to make investment decisions for clients, and clients retain ultimate responsibility for all investment decisions.
Fee Structure
WE Family Offices' fees are generally flat fees, but some clients pay an annual wealth management fee based on a percentage of the value of the client’s assets under advisement. These percentage-based fees typically range from 0.45% to 1.50% of assets, and generally decrease as the amount of assets increases. WE also charges incentive fees based on a share of the overall account performance, in addition to base fees.