We Family Offices
Coral Gables, FL·SEC-registered · CRD #109869
We Family Offices is an SEC-registered investment advisory firm in Coral Gables, FL managing $18B across 224 client accounts, with 35 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$18B
Client accounts
224
Advisory staff
35
Fee model
Fee-based
How We Family Offices is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL WE FAMILY OFFICES
See how We compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with We Family Offices. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with We Family Offices? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about We Family Offices
How much does We Family Offices manage?
Per its most recent SEC Form ADV filing (04/21/2026), We Family Offices reports $18B in regulatory assets under management across roughly 224 client accounts.
How does We Family Offices charge?
We Family Offices is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is We Family Offices a fiduciary?
Yes. We Family Offices is registered with the U.S. Securities and Exchange Commission (CRD #109869), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is We Family Offices taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks We Family Offices and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Coral Gables, FL
Profile compiled from We Family Offices's public SEC Form ADV filing (CRD #109869, filed 04/21/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of We Family Offices. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with We Family Offices? Claim this profile.