We Family Offices

Registered investment advisor · Coral Gables, Florida · CRD #109869

Assets Under Management

$17.8B

Client Accounts

112

Employees

CRD Number

109869

Registration

SEC Registered

Source: SEC Form ADV filings. Data as of 2026-07-06.

About We Family Offices

WE Family Offices is an independent, fee-only multi-family office and registered investment adviser based in Florida. Founded in 2000 and reestablished in 2013, the firm specializes in strategic wealth advisory services for ultra-high-net-worth families. With a team of over 40 members, it maintains a low client-to-employee ratio, serving around 100 families with approximately $17.6 billion in assets under advisement. The firm offers customized family office services, including family wealth adv

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for We Family Offices

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Frequently Asked Questions

What is We Family Offices's AUM?

We Family Offices reports approximately $17.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is We Family Offices headquartered?

We Family Offices is headquartered in Coral Gables, Florida.

What is We Family Offices's CRD number?

We Family Offices's CRD number is 109869. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.