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.

Keywords: WE Family Offices LLC

Sector: Service with Minor Environmental Footprint
Size: 10-49 employees

B Corp Certified – Impact Score: 96.5