WE Family Offices is a different kind of wealth advisor. WE stands for Wealth Enterprise, they work with UHNW families to manage their wealth as a business.
I have 25+ years of multi-asset investment experience incorporating traditional & alternative investments: global equities & fixed income, real assets, hedge funds and private equity. I hold the CFA, CAIA and CFP designations as well as an MBA. I have significant experience formulating investment strategy, sourcing & performing due diligence of top class managers, constructing strategic asset allocation and risk management.