WE Family Offices operates as a multi-family office in Miami, Florida. Established in 2000, it provides complete family office solutions for high-net-worth families and individuals. These include wealth enterprise mapping, investments, financial and wealth planning, management of financial service providers, consolidated reporting, family education and governance, reconciliation and quality control. WE works as an outsourced family office, as an extension of a family's own office, or by handling special mandates and projects as required. It acts as a fiduciary advisor, puts client interests first, and tailors its services to the specific needs of each family. The firm began in 2000 as TBK Investments and was later bought by a major bank holding company. In 2013 the executive management team regained the firm's independence and created WE family offices.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
| Neuberger Berman - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Co-investment | $538B | 17 |
| Guggenheim Partners | Multi family office | New York | Industrial · Retail · Joint venture | $325B | 15 |
| Massachusetts Mutual Life Insurance Company | Insurance Company | Springfield | Multifamily · Industrial · Co-investment | $285B | 16 |
| Blue Owl | Asset Manager | New York | Multifamily · Industrial · Core · Joint venture | $180B | 13 |
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