WE Family Offices is a family office - multi based in Miami, United States, founded in 2000. Verified contact details, AUM data, and investment preferences on FindLPs.
WE Family Offices is a multi-family office based in Miami, Florida. Established in 2000, the firm provides complete family office solutions including wealth enterprise mapping, investments, financial and wealth planning, management of financial service providers, consolidated reporting, family education and governance, reconciliation, and quality control to high-net-worth families and individuals. WE serves families as an outsourced family office, as an extension of their family office, or by managing special mandates and projects for families as needed. As fiduciary advisors, our clients' interests come first, and our service offering is tailored to meet the specific needs of every family with whom we work. 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.
Investment types: Direct Investing, Investment Funds, Venture Capital - Later Stage, Private Equity, Venture Capital - Early Stage, Real Estate Opportunistic
Sectors & themes: Equity/Mutual Funds, Insurance Products & Services, Investment Management, Legal & Tax Services, Retirement Planning, Startups & Management, Travel Accommodations & Tourism, Trust Management, Wealth & Estate Planning, Consumer Banking Alternative Investments, Banking, Financial Services, Finance, High-Level Sectors, Insurance Services, Non-Profit, Tourism & Hospitality, Traditional Investments (Liquid Assets)
Preferred geographies: United States
Location: 701 Brickell Avenue, Suite 2100\nMiami\nFlorida\n33131\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.