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 client requests, acting as liaison between clients, providers (both US and offshore), and third-party professionals. Prior to that, she was part of the team of a single-family office, Berggruen Holdings, focusing on the operation and implementation of an expansive portfolio, maintenance of planning structures and of non-financial assets.
Claudia graduated with a M.S Financial Economics and Multinational Commerce from Boston University, she holds a Bachelor’s degree in Industrial Engineering from Universidad de Los Andes (Bogotá, Colombia), and a Certificate in Financial Planning from Boston University. She is a Certified Financial Planner (CFP®) professional, holds the Series 65 License and the CFA Institute Investments Foundations Certificate.