We work with startups, HNWI & UHNWI and professional all across the globe. We have CPAs, attorneys, Third party advisors, loan specialist, business brokers and real estate brokers in house for your convenience. Normally, we have answers to your problems within 24 to 48 hours. With us, you aren't just a file or an account number, you will have our personal phones and get personal attention. We only take on 15 clients a year to make sure everything from taxes to investments is done right.
Puja Sohi and I started our business in 2017. Our Family office has the same model as the Rockefellers, the first one was formed 200 years ago.
We made the same model of combining estate, tax, investments, real estate, family interests, risk & protection and made it available for business owners. We upgraded the model by making this structure independent. Instead of serving only one family, we have created a structure that serves professionals across the world. We have created a one stop shop for all financial based needs.
With our independent structure we are able to offer advice as fiduciary for you. As a fiduciary, we are held to a greater standard of care for the families and businesses we serve. Here are some ways to find out more about us.
Fractional CFO Services,Tax Planning,Financial Planning,Business Advisory,
Real Estate, Estate Planning,Loans & Financing,Wealth Management
© 2020 Copyright West Valley Warner Center Chamber of Commerce.
All Rights Reserved.