Claudia J Naffah

Employer firm

We Family Offices CRD 109869

$17.8B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → Present
  We Family Offices
  Miami, FL

Other Businesses

I HAVE A CURRENT FLORIDA REAL ESTATE SALES ASSOCIATE LICENSE, HELD SINCE JULY 22, 2014 AS AN INDEPENDENT CONTRACTOR OF BROKER'S LLC AT 20900 NE 30TH AVE., AVENTURA FLORIDA. THIS BUSINESS IS NOT RELATED TO MY WORK AT WE. I DO NOT, AND WILL NOT, OFFER OR RECOMMEND ANY REAL ESTATE OR REAL ESTATE INVESTMENT IN WHICH I HAVE ANY ECONOMIC OR OTHER INTEREST TO ANY WE CLIENT. I CURRENTLY SPEND ABOUT 3 HOURS EACH WEEKEND ON THIS OUTSIDE ACTIVITY. I AM NOT SPENDING TIME DURING THE WEEK ON THIS ACTIVITY. IF ATTENTION IS REQUIRED DURING WEEKDAYS, I REFER THEM TO A COLLEAGUE WHO PAYS ME A REFERRAL FEE IF AN AGREEMENT IS FINALIZED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-10
• S63 Uniform Securities Agent State Law Examination
  2015-03-10