The WealthEngineering Hub - Family Success By Design

Through our WEH Dashboard Program, WEH creates an ecosystem for families of wealth and their advisors. We provide a HUB for family wealth building and protection through education and discreet peer-to-peer networking. Our WealthEngineeringTM Process is synchronized with our Knowledge Center and Expert Sourcing (ES) Firms - a well orchestrated community of carefully selected, multi-disciplined organizations through regional WEH Chapters.

ES Firms use our WealthEngineeringTM Process to help amplify the perpetual value and success of families and their advisors by helping them engineer all of their capital - financial, business, charitable and human - with their needs, concerns and objectives.

We help fuse advanced knowledge, vast experience and human dynamics with sound engineering principles - engineering solid foundations for successful families coordinated with their enterprises.

In addition, WEH is the governing body and grantor of a professional designation - The Chartered WealthEngineeringTM Advisor (ChWEA). Qualified professionals can expand their family wealth knowledge and enhance skill sets by participating in and satisfying all requirements of the rigorous program.


The WEH Mission - In partnership with current WealthEngineeringTM Advisors and WEH Expert Sourcing Firms

  • Guide families to more effectively control and use all of their family capital in order to take care of, and enhance, their families, their businesses and their causes.
  • Assist families in maintaining control of what they have while attaining more and reducing their exposure to the harmful effects of uncontrollable outside forces.
  • Facilitate in developing, implementing and maintaining harmony within successful families through continuous, positive and intelligent action.
  • Help create open–option dream engineering interfaced with highly competent advice and efficient implementation; monitored and refined as needed.


How We Accomplish Our Mission

  • We are sensitive to the hopes, dreams, fears, desires, values and feelings of family members as well as overall family problem sets and pain points.
  • Equipped with an arsenal of best-of-breed resources, we maintain a vast field of knowledge and implementation capabilities through the collective wisdom and experience of our Expert Sourcing Firms.
  • We think dynamically while using simple practicality to amplify the perpetual value and success of families.