

Claudia Naffah
Investment Advisor
WE Family Offices
United States, Florida, Miami
About Me
Claudia Naffah joined WE Family Offices in 2015. She has over a decade of Investment Advisory and Family Office experience serving ultra-high net worth individuals, providing a holistic approach to the management of their wealth enterprise®. Prior to joining WE, Ms. Naffah was the Head of Client Services and Operations at Hencorp Becstone LC, and Compass Group LLC, serving as the primary contact for client requests, acting as liaison between clients, providers (both US and offshore), and third-party professionals. She was responsible for maintaining the day-to-day client relationships, along with the implementation of asset/portfolio allocation strategies. Prior to that, she was part of the
Profile Information
Investment Advisor
WE Family Offices
Investment Team
Investor
Multi-Family Office
Miami
Florida
United States
May 16, 2024
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