B Impact Report

Logo for WE Family Offices LLC

WE Family Offices LLC

WE Family Offices is an independent, fee-only fiduciary firm
Certified Since: December, 2018
Location: Miami, Florida, United States
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline


The B Impact Scores are being compared against all businesses that have completed the B Impact Assessment

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.

As of Dec 31, 2017, WE Family Offices advises or reports on more than $9 billion in assets. They currently work with about 70 families in the U.S. and abroad. They currently have more than 40 staff members, with a client to employee ratio of approximately 1:1.5.

Impact Area Scoresinfo_outline