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philosophy?",[977,979],{"type":129,"attrs":978},{"color":773},{"type":38},{"type":18,"attrs":981,"content":982},{"textAlign":34},[983],{"text":984,"type":22,"marks":985},"WE Family Offices approaches asset allocation as a structured, client-specific process rather than a product-driven one. ",[986],{"type":129,"attrs":987},{"color":773},{"type":18,"attrs":989,"content":990},{"textAlign":34},[991],{"text":992,"type":22,"marks":993},"As mentioned, advisors begin by evaluating a client’s objectives, risk tolerance, asset-class preferences, time horizon, liquidity needs, and expected-return assumptions. ",[994],{"type":129,"attrs":995},{"color":773},{"type":18,"attrs":997,"content":998},{"textAlign":34},[999],{"text":1000,"type":22,"marks":1001},"By considering these elements alongside broader economic and market views, the firm develops a strategic asset allocation designed to balance expected risk and return. ",[1002],{"type":129,"attrs":1003},{"color":773},{"type":18,"attrs":1005,"content":1006},{"textAlign":34},[1007],{"text":1008,"type":22,"marks":1009},"Once the allocation framework is set, the firm typically recommends combinations of investment strategies within each asset class. ",[1010],{"type":129,"attrs":1011},{"color":773},{"type":764,"attrs":1013,"content":1014},{"level":766,"textAlign":34},[1015],{"text":1016,"type":22,"marks":1017},"What are the pros and cons of WE Family Offices?",[1018,1020],{"type":129,"attrs":1019},{"color":773},{"type":38},{"type":18,"attrs":1022,"content":1023},{"textAlign":34},[1024],{"text":1025,"type":22,"marks":1026},"Here’s a summary of the key advantages and disadvantages to help you decide if WE Family Offices is the right choice for you.",[1027],{"type":129,"attrs":1028},{"color":773},{"type":764,"attrs":1030,"content":1032},{"level":1031,"textAlign":34},3,[1033],{"text":1034,"type":22,"marks":1035},"Pros of WE Family 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managers or funds",[1071],{"type":129,"attrs":1072},{"color":773},{"text":1074,"type":22,"marks":1075},".",[1076,1078],{"type":129,"attrs":1077},{"color":773},{"type":38},{"type":861,"content":1080},[1081],{"type":18,"attrs":1082,"content":1083},{"textAlign":34},[1084,1090],{"text":1085,"type":22,"marks":1086},"Customized, boutique family office services: ",[1087,1089],{"type":129,"attrs":1088},{"color":773},{"type":38},{"text":1091,"type":22,"marks":1092},"It describes its services as tailored to ultra-high-net-worth families.",[1093],{"type":129,"attrs":1094},{"color":773},{"type":861,"content":1096},[1097],{"type":18,"attrs":1098,"content":1099},{"textAlign":34},[1100,1106],{"text":1101,"type":22,"marks":1102},"Broad access to investment strategies: ",[1103,1105],{"type":129,"attrs":1104},{"color":773},{"type":38},{"text":1107,"type":22,"marks":1108},"The firm may recommend a wide range of investment vehicles, including mutual funds, ETFs, managed accounts, hedge funds, and private 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",[1146,1148],{"type":129,"attrs":1147},{"color":773},{"type":38},{"text":1150,"type":22,"marks":1151},"The service is not suitable for mass-market or emerging high-net-worth investors.",[1152],{"type":129,"attrs":1153},{"color":773},{"type":861,"content":1155},[1156],{"type":18,"attrs":1157,"content":1158},{"textAlign":34},[1159,1165],{"text":1160,"type":22,"marks":1161},"High minimum-fee guidelines: ",[1162,1164],{"type":129,"attrs":1163},{"color":773},{"type":38},{"text":1166,"type":22,"marks":1167},"The firm’s current flat-fee guidelines begin at $200,000 per year. At this level, the service is financially viable only for families with very substantial net worth.",[1168],{"type":129,"attrs":1169},{"color":773},{"type":861,"content":1171},[1172],{"type":18,"attrs":1173,"content":1174},{"textAlign":34},[1175,1181],{"text":1176,"type":22,"marks":1177},"Client involvement is required in trade execution: ",[1178,1180],{"type":129,"attrs":1179},{"color":773},{"type":38},{"text":1182,"type":22,"marks":1183},"As the firm operates on a non-discretionary basis, it may require a higher level of ongoing involvement and responsiveness compared to discretionary advisors.",[1184],{"type":129,"attrs":1185},{"color":773},{"type":861,"content":1187},[1188],{"type":18,"attrs":1189,"content":1190},{"textAlign":34},[1191,1197],{"text":1192,"type":22,"marks":1193},"Additional third-party fees apply: ",[1194,1196],{"type":129,"attrs":1195},{"color":773},{"type":38},{"text":1198,"type":22,"marks":1199},"Clients separately pay fees charged by outside managers, funds, custodians, and other providers.",[1200],{"type":129,"attrs":1201},{"color":773},{"type":764,"attrs":1203,"content":1204},{"level":766,"textAlign":34},[1205],{"text":1206,"type":22,"marks":1207},"WE Family Offices fees: How much does WE Family Offices cost?",[1208,1210],{"type":129,"attrs":1209},{"color":773},{"type":38},{"type":18,"attrs":1212,"content":1213},{"textAlign":34},[1214],{"text":1215,"type":22,"marks":1216},"WE Family Offices primarily uses a flat annual fee structure, starting at $200,000 per year and increasing based on the client's net worth. ",[1217],{"type":129,"attrs":1218},{"color":773},{"type":18,"attrs":1220,"content":1221},{"textAlign":34},[1222],{"text":1223,"type":22,"marks":1224},"In some legacy arrangements, fees may instead be calculated as 0.45% to 1.50% of assets under advisement (AUA). ",[1225],{"type":129,"attrs":1226},{"color":773},{"type":764,"attrs":1228,"content":1229},{"level":1031,"textAlign":34},[1230],{"text":1231,"type":22,"marks":1232},"Ongoing family office services:",[1233,1235],{"type":129,"attrs":1234},{"color":773},{"type":38},{"type":18,"attrs":1237,"content":1238},{"textAlign":34},[1239],{"text":1240,"type":22,"marks":1241},"The firm prefers flat-fee arrangements. Current guidelines are:",[1242],{"type":129,"attrs":1243},{"color":773},{"type":858,"content":1245},[1246,1256,1266,1276,1286],{"type":861,"content":1247},[1248],{"type":18,"attrs":1249,"content":1250},{"textAlign":34},[1251],{"text":1252,"type":22,"marks":1253},"$200,000 minimum annual fee ",[1254],{"type":129,"attrs":1255},{"color":773},{"type":861,"content":1257},[1258],{"type":18,"attrs":1259,"content":1260},{"textAlign":34},[1261],{"text":1262,"type":22,"marks":1263},"$250,000–$500,000 for clients with a net worth of $50 million to $250 million ",[1264],{"type":129,"attrs":1265},{"color":773},{"type":861,"content":1267},[1268],{"type":18,"attrs":1269,"content":1270},{"textAlign":34},[1271],{"text":1272,"type":22,"marks":1273},"$500,000–$700,000 for clients with a net worth of $250 million to $500 million ",[1274],{"type":129,"attrs":1275},{"color":773},{"type":861,"content":1277},[1278],{"type":18,"attrs":1279,"content":1280},{"textAlign":34},[1281],{"text":1282,"type":22,"marks":1283},"$700,000–$1,000,000 for clients with a net worth of $500 million to $1 billion ",[1284],{"type":129,"attrs":1285},{"color":773},{"type":861,"content":1287},[1288],{"type":18,"attrs":1289,"content":1290},{"textAlign":34},[1291],{"text":1292,"type":22,"marks":1293},"$1,000,000+ for clients with net worth above $1 billion ",[1294],{"type":129,"attrs":1295},{"color":773},{"type":764,"attrs":1297,"content":1298},{"level":1031,"textAlign":34},[1299],{"text":1300,"type":22,"marks":1301},"Wealth enterprise diagnostic (project-based):",[1302,1304],{"type":129,"attrs":1303},{"color":773},{"type":38},{"type":18,"attrs":1306,"content":1307},{"textAlign":34},[1308],{"text":1309,"type":22,"marks":1310},"The wealth enterprise diagnostic is a project-based engagement priced at $50,000 to $100,000.",[1311],{"type":129,"attrs":1312},{"color":773},{"type":764,"attrs":1314,"content":1315},{"level":1031,"textAlign":34},[1316],{"text":1317,"type":22,"marks":1318},"Additional third-party costs:",[1319,1321],{"type":129,"attrs":1320},{"color":773},{"type":38},{"type":18,"attrs":1323,"content":1324},{"textAlign":34},[1325],{"text":1326,"type":22,"marks":1327},"WE’s advisory fees do not include fees charged by:",[1328],{"type":129,"attrs":1329},{"color":773},{"type":858,"content":1331},[1332,1342,1352,1362],{"type":861,"content":1333},[1334],{"type":18,"attrs":1335,"content":1336},{"textAlign":34},[1337],{"text":1338,"type":22,"marks":1339},"Third-party money managers",[1340],{"type":129,"attrs":1341},{"color":773},{"type":861,"content":1343},[1344],{"type":18,"attrs":1345,"content":1346},{"textAlign":34},[1347],{"text":1348,"type":22,"marks":1349},"Mutual funds or ETFs (internal expense ratios)",[1350],{"type":129,"attrs":1351},{"color":773},{"type":861,"content":1353},[1354],{"type":18,"attrs":1355,"content":1356},{"textAlign":34},[1357],{"text":1358,"type":22,"marks":1359},"Alternative investment vehicles",[1360],{"type":129,"attrs":1361},{"color":773},{"type":861,"content":1363},[1364],{"type":18,"attrs":1365,"content":1366},{"textAlign":34},[1367],{"text":1368,"type":22,"marks":1369},"Custodians or brokers (commissions, transaction fees, wire fees, etc.) ",[1370],{"type":129,"attrs":1371},{"color":773},{"type":764,"attrs":1373,"content":1374},{"level":766,"textAlign":34},[1375],{"text":1376,"type":22,"marks":1377},"What is WE Family Offices’ minimum account size?",[1378,1380],{"type":129,"attrs":1379},{"color":773},{"type":38},{"type":18,"attrs":1382,"content":1383},{"textAlign":34},[1384],{"text":1385,"type":22,"marks":1386},"WE Family Offices does not disclose a formal minimum investment amount. However, the firm’s published flat-fee guidelines begin at $200,000 annually, with higher fee tiers corresponding to higher client net worth ranges.",[1387],{"type":129,"attrs":1388},{"color":773},{"type":18,"attrs":1390,"content":1391},{"textAlign":34},[1392],{"text":1393,"type":22,"marks":1394},"As fees are negotiated based on the complexity of a client’s financial affairs and the scope of services provided, the effective entry point is shaped more by the firm’s fee structure than by a stated asset minimum.",[1395],{"type":129,"attrs":1396},{"color":773},{"type":764,"attrs":1398,"content":1399},{"level":766,"textAlign":34},[1400],{"text":1401,"type":22,"marks":1402},"Who should choose WE Family Offices?",[1403,1405],{"type":129,"attrs":1404},{"color":773},{"type":38},{"type":18,"attrs":1407,"content":1408},{"textAlign":34},[1409],{"text":1410,"type":22,"marks":1411},"WE Family Offices work well 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compensation or payments from recommended managers.",[1446],{"type":129,"attrs":1447},{"color":773},{"type":861,"content":1449},[1450],{"type":18,"attrs":1451,"content":1452},{"textAlign":34},[1453,1459],{"text":1454,"type":22,"marks":1455},"Families seeking access to a broad range of third-party strategies",[1456,1458],{"type":129,"attrs":1457},{"color":773},{"type":38},{"text":1460,"type":22,"marks":1461}," may be recommended mutual funds, ETFs, managed accounts, hedge funds, and private equity through unaffiliated managers.",[1462],{"type":129,"attrs":1463},{"color":773},{"type":861,"content":1465},[1466],{"type":18,"attrs":1467,"content":1468},{"textAlign":34},[1469,1475],{"text":1470,"type":22,"marks":1471},"Clients who want to retain decision-making authority: ",[1472,1474],{"type":129,"attrs":1473},{"color":773},{"type":38},{"text":1476,"type":22,"marks":1477},"As a non-discretionary advisor, the firm provides recommendations, but clients approve investment decisions and 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It is a U.S. Securities and Exchange Commission (SEC).",[1585],{"type":129,"attrs":1586},{"color":773},{"type":18,"attrs":1588,"content":1589},{"textAlign":34},[1590],{"text":1591,"type":22,"marks":1592},"The firm does not take custody of client assets; instead, clients select independent third-party custodians to hold their assets. This structure separates advisory services from asset custody, reducing direct custody risk at the advisory firm level.",[1593],{"type":129,"attrs":1594},{"color":773},{"type":18,"attrs":1596,"content":1597},{"textAlign":34},[1598],{"text":1599,"type":22,"marks":1600},"WE also disclose cybersecurity and disaster recovery risks and state that we maintain cybersecurity and business continuity plans, while acknowledging the inherent limitations of such systems.",[1601],{"type":129,"attrs":1602},{"color":773},{"type":18,"attrs":1604,"content":1605},{"textAlign":34},[1606],{"text":1607,"type":22,"marks":1608},"As with any investment adviser, regulatory registration and operational safeguards do not eliminate market risk, and investing involves the risk of loss.",[1609],{"type":129,"attrs":1610},{"color":773},{"type":764,"attrs":1612,"content":1613},{"level":766,"textAlign":34},[1614],{"text":1615,"type":22,"marks":1616},"WE Family Offices: Customer service",[1617,1619],{"type":129,"attrs":1618},{"color":773},{"type":38},{"type":18,"attrs":1621,"content":1622},{"textAlign":34},[1623],{"text":1624,"type":22,"marks":1625},"WE Family Offices delivers services through a designated advisor-led relationship model. Each client is served by a team led by a primary advisor and supported by in-house investment professionals and subject-matter specialists.",[1626],{"type":129,"attrs":1627},{"color":773},{"type":18,"attrs":1629,"content":1630},{"textAlign":34},[1631],{"text":1632,"type":22,"marks":1633},"As part of its family office structure, the firm also coordinates with clients’ broader network of service providers, including banks, brokers, asset managers, accountants, and legal professionals, to support overall wealth management objectives.",[1634],{"type":129,"attrs":1635},{"color":773},{"type":18,"attrs":1637,"content":1638},{"textAlign":34},[1639],{"text":1640,"type":22,"marks":1641},"The firm has office locations in New York and Miami.",[1642],{"type":129,"attrs":1643},{"color":773},{"type":764,"attrs":1645,"content":1646},{"level":766,"textAlign":34},[1647],{"text":1648,"type":22,"marks":1649},"WE Family Offices: Mobile 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