W. E. Family Offices, Llc (Miami)
W. E. Family Offices, Llc Is a Large Advisory Firm Based in Miami. It Manages $7.4 Billion of Regulatory Assets for 73 Client Accounts. It Has Been Registered...
W.E. Family Offices, LLC is a large advisory firm based in Miami. It manages $7.4 billion of regulatory assets for 73 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Connecticut, Florida, and New York.
W.E. Family Offices provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
W.E. Family Offices: assets under management
The assets under management (AUM) of W.E. Family Offices, LLC is $7.4 billion. $3.01 billion of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in other assets the most. They account for 24% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 20% of the firm’s portfolio. Investments in investment and business development companies form 17% of the total invested assets.
Elena Rostova holds a Master's degree in Public Health Journalism. She covers groundbreaking medical research, holistic wellness trends, mental health awareness, and nutritional science.
