CoverProfile

Claudia Naffah

Partner and Advisor

WE Family Offices

United States, Florida, Miami

About Me

Claudia joined WE Family Offices in 2015. She has dedicated her career to Family Offices and Investment Advisory services, supporting (both US and Non-US) ultra-high net worth individuals and providing families a holistic approach to the management of their Wealth Enterprise®. Her focus when advising families is to integrate into the strategy, the different verticals that compose and impact the well-functioning of the Enterprise (wealth planning, risk management, tax planning, investment advisory, family governance and philanthropy). Prior to joining WE, she was the Head of Client Services and Operations at Hencorp Becstone LC, and Compass Group LLC, serving as the primary contact for cli

View more

Profile Information

Partner and Advisor

WE Family Offices

Investment Team

Investor

Multi-Family Office

Miami

Florida

United States

Aug 28, 2025

More profiles to browse

Profile Photo
Julie Neitzel
Partner
Profile Photo
Michael Zeuner
Managing Partner
RZ
Richard Zimmerman
Partner
Profile Photo
Jimmy Hreiki
Investment Associate

You Might Like

NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation