WE FAMILY OFFICES

WE Family Offices is an independent fiduciary firm serving ultra-high net worth families and family offices. Our approach comes from decades of working with families in many different capacities and enables us to share the buying power, network and best practices with the families we serve... WE Family Offices was founded in 2000 as TBK Investments and was subsequently purchased by a major bank holding company. In 2013, the executive management team reclaimed the firm's independence and created WE Family Offices, a new independent, fee-only fiduciary firm... WE Family Offices is a different kind of wealth advisor. WE stands for Wealth Enterprise®, we work with UHNW families to manage their wealth as a business.

Also known as: WE Family Offices LLC

Primary location: New York United States