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© All Rights Reserved. ApplyBlast.com
WE Family Offices
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.
Headquarters
Coral Gables, Florida, United States
Company Size
11-50 employees
Founded
2013
WE 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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for WE Family Offices.
19% below the average for this role