Analyst
WE Family Offices
About this role
The Analyst at WE Family Offices will assist Advisor Teams in managing client needs, analyzing portfolios, and ensuring smooth operations of client requests. The role involves preparing reports, supporting investment research, and coordinating documentation processes to help manage the wealth of ultra-high net worth families.
Skills
Qualifications
About WE Family Offices
wefamilyoffices.comWE Family Offices is a wealth advisory firm that calls its approach “Wealth Enterprise®,” positioning itself as a different kind of advisor focused on treating family wealth like a business. It works with ultra‑high‑net‑worth (UHNW) families to manage and coordinate their financial affairs through family‑office style services and enterprise‑level governance. The firm emphasizes long‑term stewardship, bespoke solutions, and integrated oversight designed to preserve, grow, and transition multigenerational wealth.
About WE Family Offices
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for WE Family Offices.
Salary
$48k – $72k
per year