Core Family Office

#POV Core Family Office … just wrappedup another stellar event #casinonight and the cause was to help 25 kids born with HIV globally on Feb 16th 2024 #21624 we are forever grateful for everyone!! Thank you all for Joining us and many many more to come Dame Sheila B. Driscoll and Tanika (Nicki) Rohadfox thank you so much for making this trip to join us….. we are looking forward to seeing you on August 9th at the #RoyalAffair in #beverlyhills … hoping Richard Saghian will host us ;) Thank you Manna Dabholkar for making this donation possible Keith L. Kirkwood get us the #UAEroyalfamilies and thank you for attending A very special thanks to Los Angeles Rams #Rams for making our night extra special!!! Thank you to all the #losangeles teams that donated Los Angeles Chargers #chargers Los Angeles Kings #kings Los Angeles Angels #angels A very very special thank you to my partner.. cofounder.. the rockstar .. sister from another mister…. Puja Sohi I know you trying to get a hold of Richard Saghian already for Aug 9th … social media is how we did this event! without you … none of this was possible … she keeps setting new records for us at #corefamilyoffice and a personal thankyou for a surprise reunion with Sunny Vachher …the best things happen when you meet old friends at your own business party organically for charity and supporting a cause ?? #desi #indian #female #founders #tax #taxfamilyoffice #royalaffair #aug92024 #dontstopgetitgetit

The Family Office Blueprint: Elevate Your Advisory Firm Join us on December 4th from 9:00 AM to 5:00 PM at Core Family Office HQ in Woodland Hills for a transformative workshop designed exclusively for advisors looking to elevate their practices. This full-day event will guide you through the essentials of structuring your advisory firm like a family office, attracting high-net-worth clients, and scaling effectively with proven growth strategies. Through interactive sessions, you'll gain valuable insights on advanced tax planning, legacy creation, and roll-up strategies to help you build and grow with the sophistication of a family office. Don’t miss this opportunity to take your advisory firm to the next level!

I was researching Prominent Indian Women Family Offices and I was pleasantly surprised by the query that populated. Prominent Indian Women in Family Offices: Indian women are increasingly making their mark in the traditionally male-dominated family office space, taking on leadership roles, driving investment strategies, and contributing to wealth management across ultra-high-net-worth families. Here are some prominent Indian women in family offices: Puja Sohi Role: CEO & Co-Founder, Core Family Office Background: Puja Sohi is a leader in wealth management and advisory services, focusing on high-net-worth individuals and family offices. Core Family Office offers a range of services, including wealth management, tax planning, investment management, and estate planning, catering to a global client base with offices in six countries. Nishita Shah Role: Managing Director, GP Group Background: Nishita Shah manages the investments and family office operations of GP Group, overseeing diversified investments across shipping, logistics, and hospitality. Radha Kapoor Khanna Role: Founder, DoIT Urban Ventures Background: Radha is the daughter of YES Bank founder Rana Kapoor and leads DoIT Urban Ventures, the family office of the Kapoor family. Diya Kumari Role: Jaipur Royal Family Background: Although her primary role is in politics, Princess Diya Kumari manages significant family assets and is involved in promoting the heritage properties and investments of the Jaipur royal family. Namita Thapar Role: Executive Director, Emcure Pharmaceuticals Background: Namita oversees family investments and is involved in the financial planning and strategic expansion of the family office. Roshni Nadar Malhotra Role: Chairperson, HCL Technologies Background: Roshni Nadar leads the family's investments and philanthropic efforts. She has been instrumental in driving the family’s investment strategies. Ananya Birla Role: Founder, Svatantra Microfin Background: Ananya Birla manages the family’s investments in social enterprises and microfinancing through Svatantra Microfin. She has also started other entrepreneurial ventures, making her a dynamic player in the family office space. Neerja Birla Role: Chairperson, Mpower Background: Neerja Birla leads the mental health initiative Mpower and is actively involved in the Birla family’s philanthropic and investment activities. Priya Paul Role: Chairperson, Apeejay Surrendra Group Background:Priya Paul is involved in managing the family’s investments through the Apeejay Surrendra Family Office, which has interests across real estate, hotels, tea plantations, and shipping. Ashni Biyani Role: Managing Director, Future Consumer Ltd. Background: Ashni Biyani is involved in the family’s investment office, overseeing ventures in consumer goods, retail, and emerging technologies.

Tax Family Office is proud to speak at The Business Show LA, held at the LA Convention Center on October 9-10. Co-Founders Puja Sohi and Avneet Kaur will share insights on maximizing financial growth, reducing tax burdens, and navigating wealth management for businesses and high-net-worth individuals. Join us to learn how strategic tax planning and comprehensive financial solutions can empower your success in today’s evolving landscape.

I am deeply honored to be inducted into the Marquis Who's Who in America list. This recognition is a testament to the passion and dedication that have driven me in my journey through wealth management, tax planning, and financial services. Co-founding Core Family Office and Tax Family Office has been one of the most fulfilling experiences of my life, and I am grateful for the opportunity to support and empower high-net-worth individuals, entrepreneurs, and athletes on a global scale. Our mission has always been to set new standards of excellence and innovation, and I am incredibly proud of the remarkable teams that have helped us achieve this vision. This milestone wouldn’t be possible without the unwavering support of Avneet Kaur, my co-founder, and our incredible partners and clients, whose trust and collaboration continue to inspire our work. Their belief in our vision has been instrumental in our success, and I am deeply thankful for their continued confidence and commitment. Together, we are shaping the future of the financial services industry, and I look forward to all we will accomplish in the years to come.

I just started this awesome group. I don't know what it's about yet. But I'm going to be charging for it soon. I'm inviting the first few members in free for life as "founding members". If you want in, join here: https://lnkd.in/gZTHPcHD

Happy 7th Anniversary to Core Family Office! ?? This milestone wouldn’t have been possible without the dedication, passion, and trust of our incredible team, clients, and partners. Over the past 7 years, we've navigated challenges, celebrated successes, and continued to grow stronger together. Here's to many more years of innovation, collaboration, and excellence ahead! Thank you for being a part of our journey. Cheers to what’s next! #CoreFamilyOffice #CoreInvestmentsandAnnuities #CoreInvestmentCapital #CoreFamilyRealEstate #TaxFamilyOffice #CoreLifeInsuranceAgency #7thYearAnniversary #CelebratingSuccess #StrongerTogether #GratefulForGrowth