WE Family Offices, the family-focused wealth management firm providing family-office services to ultra-high net worth clients has been featured in recent weeks exposing the truth about the evolving family-office industry landscape. In a feature published in the prestigious Journal of Wealth Management, and in a subsequent interview published by ACE Portal and other prominent family office educational programs, the firm thoroughly explores the family office landscape – its history, evolution and future.
Given the increased desire for independent advice, many firms are trying to capitalize on the trend and offer “family office” services to clients. Unfortunately this has made it difficult for clients to discern which firms offer a true family office experience.
The firm has published numerous educational articles to help families understand the choices available when it comes to wealth management options. Managing Partner Michael Zeuner comments: “Families deserve to know the truth about the firms they work with to manage their wealth. It’s up to the investor to tell the difference between the firms looking to serve, and the firms looking to sell.”
About WE Family Offices
With offices in New York and Miami, WE Family Offices is an independent, family-focused wealth management firm, serving ultra-high net worth clients. The firm addresses the real-life challenges that deeply impact wealth so that clients are able to make the critical decisions necessary to manage, preserve and grow their wealth. WE is an independent advisory firm and has no interest in selling products, meaning there are no hidden sales agendas or conflicts of interest. As a result, the firm's advisors are free to offer their clients independent advice and serve as their advocate for the long-term, focused only on their best interests. WE Family Offices was most recently listed as #25 out of 100 Top Independent Advisors in the United States in 2015 by Financial Planning magazine. In 2014 the firm was listed as one of the Top 300 Registered Investment Advisors in the US by The Financial Times and as a Top 50 Wealth Manager by Forbes.
