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

Claudia Naffah
Partner and Advisor
WE Family Offices
United States, Florida, Miami
About Me
Profile Information
Partner and Advisor
WE Family Offices
Investment Team
Investor
Multi-Family Office
Miami
Florida
United States
Aug 28, 2025
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