WE Family Offices: The Award-Winning Family Office Company

WE Family Offices was honored to have been named Best Multi-Family Office ($10 billion – $15 billion AUM/AUA) by Family Wealth Report as part of the 2022 Family Wealth Report Awards. This marks the seventh consecutive year that WE has been honored by these awards, which recognize the most innovative and exceptional teams in the family office industry.

WE Family Offices, originally formed in 2000 as TBK Investments, was re-launched in 2013 overseeing $1.3 billion in AUA. In the nine years since the launch of WE, the firm has grown to nearly $15 billion AUA and has been recognized by many leading publications such as Barron’s, The Financial Times, Forbes, Financial Advisor Magazine, InvestmentNews, Private Asset Management Magazine, The Family Wealth Alliance, AdvisoryHQ, Financial Planning,  Family Office Review, Wealth & Finance International, Society of Trust & Estate Practitioners, and Brightscope for a total of 40 awards and rankings received over the years.

“It is a true honor to be recognized by the financial media, but our focus is first and foremost on serving our client families and building a business that will endure for generations,” comments WE Family Offices Managing Partner Michael Zeuner. “Our business model is entirely unique – we help families manage their family wealth as they would a successful enterprise, and this forms a permanent foundation for them to build upon.”

To learn more about the 2022 Family Wealth Report Awards, click here.

To learn more about WE’s awards and recognitions, click here.

 

Important Disclosure: This material includes references to financial media firms and awards pertaining to third-party ratings and rankings of WE Family Offices LLC (“WE Family”), that may be public information in the ordinary course of its business, and such firms are not affiliated or related to WE Family.  These firms may have independently provided WE Family with a questionnaire or survey as structured by the firms and used in the preparation of the third-party rating or ranking and not designed or prepared to produce any predetermined result. WE Family does not compensate directly or indirectly such firms in connection with obtaining or using the third-party rating or rankings. This rating was confirmed in May of 2022 based on data within a 12-month period. The Family Wealth Report Awards created and tabulated the rating; judging panels made decisions based on award-specific methodology.