WE Family Offices Revenue

Financial Services • Coral Gables, Florida, United States • 51-100 Employees

WE Family Offices revenue & valuation

Annual revenue	$10,000,000
Revenue per employee	$173,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$32,000,000
Total funding	No funding

Key Contacts at WE Family Offices

Santiago Ulloa

Founder & Managing Partner

Maria Elena Lagomasino

Ceo And Managing Partner

Patrick Bijman

Co-Founder We Family

Manuel Mora

Director Of Finance

Elizabeth Ali

Executive Director

Carolina Salazar

Director Of Reconciliation And Technology

Hoo Keith

Managing Director

Company overview

Headquarters	2811 Ponce de Leon Blvd, Suite 840, Coral Gables, Florida 33134, US
Phone number	+12122185100
Website	wefamilyoffices.com
NAICS	52
SIC	628
Keywords	Investments, Succession Planning, Financial Planning, Thought Leadership, Philanthropy, Family Governance And Education, Lifestyle Planning, Uhnw Wealth Management
Founded	2013
Employees	51-100
Socials

WE Family Offices Email Formats

WE Family Offices uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@wefamilyoffices.com), used 55.8% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@wefamilyoffices.com	55.8%
{first initial}.{last name}	j.doe@wefamilyoffices.com	44.2%

About WE Family Offices

With offices in New York and Miami, WE Family Offices is an award-winning independent, family office firm serving single family offices and ultra-high net worth families. The firm addresses the real-life wealth challenges families face. WE works with each family to help create a unique wealth enterprise to manage their wealth as they would manage a well-run company, helping them to effectively manage, preserve and grow their wealth. WE is an independent advisory firm and is also one of just 30 firms listed on the Institute for the Fiduciary Standard’s Real Fiduciary™ Advisor Registry. To underscore their commitment to putting clients’ interests first, WE has become a Certified B Corporation, providing external validation of the firm’s commitment to balancing profit with purpose. WE Family Offices was most recently recognized for Outstanding Contribution to Wealth Management Thought Leadership by Family Wealth Report, and was listed among the Financial Times’ Top 300 Independent Advisors in the United States in 2019. As of June 30, 2019, WE now advises on approximately $8 billion and reports on an additional $1.3 billion for a total assets under advisement or reported of $9.3 billion, working with 72 families from all over the world. To enhance the services WE provides to global families, WE has formed an alliance with two international firms – Wren Investment Office in London and MdF Family Partners in Madrid. Learn more at www.wefamilyoffices.com. WE stands for Wealth Enterprise.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Partner

C-Suite

Employees by Department

WE Family Offices has 25 employees across 8 departments.

Departments

Number of employees

Funding Data

WE Family Offices has never raised funding before.

WE Family Offices Tech Stack

Discover the technologies and tools that power WE Family Offices's digital infrastructure, from frameworks to analytics platforms.

jQuery CDN

CDN

Cloudflare Bot Management

Security

Gravity Forms

Form builders

jQuery Mobile

Mobile frameworks

scrollreveal

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

PHP

Programming languages

Akismet

WordPress plugins

WordPress

Blogs

Google Analytics

Analytics

Bootstrap

UI frameworks

Frequently asked questions

WE Family Offices is located in Coral Gables, Florida, US.

You can reach WE Family Offices at +12122185100.

WE Family Offices generates an estimated annual revenue of $10,000,000. This revenue figure reflects the company's market position and business performance in its industry.

WE Family Offices has an estimated valuation of $32,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

WE Family Offices was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

WE Family Offices has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.