WE Family Offices is an independent multi-family office and fee-only wealth advisory firm located on Ponce de Leon Boulevard in Coral Gables, Florida. Serving retirees, family business leaders, and multigenerational families throughout South Florida, the firm operates as an unconflicted fiduciary advising on total wealth governance, retirement capital allocation, and legacy estate coordination.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); WE Family Offices Official Website
Issuer: U.S. Securities and Exchange Commission
Notes: Registered Investment Adviser (SEC# 801-60025 / CRD# 109869); providing independent, unconflicted family office and retirement advisory services.
Factual details and direct answers about WE Family Offices's services, licensing, and credentials.
What distinct services does WE Family Offices provide for retiring clients?
WE Family Offices provides independent fiduciary oversight over clients' entire wealth enterprise, coordinating asset preservation, estate structures, and cash flow governance without selling financial products.
Is WE Family Offices registered with the U.S. Securities and Exchange Commission?
Yes, WE Family Offices is registered as an investment adviser with the SEC under CRD# 109869 and SEC# 801-60025.
Where is the firm's main Coral Gables office?
The firm's office is situated at 2811 Ponce de Leon Boulevard, Suite 840, in Coral Gables, Florida, serving clients in Miami-Dade and globally.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.