What is Family Office?
When people hear the term “family office,” they often picture the Rockefellers, Morgans, or today’s billionaires like Jeff Bezos or Bill Gates – families with vast wealth and complex needs. At WE Trust Company, we believe family office services shouldn’t be reserved only for the ultra-wealthy. For more than 20 years, we’ve been providing flexible, customized solutions designed to support busy professionals and families managing the many details of modern life.
So, what is a family office? At WE Trust, it’s about being the central point of coordination in your financial and personal world. We don’t prepare tax returns, draft estate plans, or offer investment advice – but we do everything that connects those dots. We facilitate, organize, and execute the recommendations of your trusted advisors. We’re meticulous, proactive, and relentless in making sure things get done, so you can focus on what matters most.
Our Family Office services can include:
- Paying bills and tracking accounts
- Assisting with budgeting and cash flow reporting
- Coordinating with accountants, attorneys, and financial advisors
- Overseeing household payroll and vendor management
- Organizing philanthropic giving and personal projects
- Managing travel arrangements or second-home logistics
Every engagement begins with listening. We get to know your unique situation, priorities, and challenges, then tailor our services to give you back time, energy, and peace of mind.
A Real-Life Example
Meet Sam and Sara—both successful professionals, parents of three active kids, and owners of homes in Seattle and the San Juan Islands. Between work, travel, and sports schedules, their weekends were consumed by logistics. Property taxes were missed, bills piled up, and financial details slipped through the cracks.
At the suggestion of their financial advisor, they reached out to WE Trust Company. Together, we:
- Set up a dedicated bill-pay account and automated recurring payments
- Redirected important mail to us for tracking
- Created quarterly cash flow reports
- Coordinated directly with their accountant and advisor to ensure everyone had the right information at the right time
Now, their financial life runs smoothly in the background. They’ve caught up on taxes, completed long-delayed estate planning, and even asked us to oversee payroll for their household staff and research landscaping companies for their vacation home.
With WE Trust managing the details, Sam and Sara can focus on their careers, their kids, and their time together – confident that the lights will stay on, the bills will be paid, and the details are under control.
Everyday Support for Everyday People
That’s what Family Office administration means at WE Trust Company – custom, hands-on solutions that simplify your life. You don’t need to be a billionaire to benefit. Our mission is to help everyday people leverage their time and energy for what matters most, with the assurance that WE Trust is taking care of the complex and mundane details behind the scenes.