As an Advisor at WE Family Offices, Natalia services ultra-high net worth individuals and families by employing a holistic approach to the management of their wealth enterprise. This includes the management of their investment portfolios, wealth transfer planning, risk management, and other non-financial objectives, such as philanthropic efforts and family governance.
Natalia graduated with Departmental and Magna Cum Laude Honors from the University of Miami with a Bachelors in Business Administration and a Masters in Science & Taxation.
Natalia is a licensed CPA in the state of Florida and is a Certified Financial Planner.