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.
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.
The advisory firm has several streams of revenue. Clients pay W.E. Family Offices, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Alberto Luis Beeck is high net worth individuals with 116 clients and $7.4 billion of assets under management. Among the 10 most similar advisory firms, W.E. Family Offices has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $7.4 billion for 116 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 70% of the firm’s clients are foreign persons or businesses.
W.E. Family Offices doesn't advise any private funds.
The company employs 47 people that are either part- or full-time employees. 51 percent of the employees work as investment advisers or researchers. 24 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Alberto Luis Beeck has been acting as President since 1 Sep 2013. Maria Elena Lagomasino joined the executive team most recently as the Ceo, Manager, Director.
The principal office where W.E. Family Offices, LLC performs its advisory services is located at 701 Brickell Avenue, Miami, FL 33131, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305-825-2225 or by fax 305-825-7790. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at wefamilyoffices.com.