Puja Sohi
About Puja Sohi
WHAT I DO: For over 6 years, I've been helping high net worth families and business owners achieve their financial goals with a personalized and strategic approach. As the CEO and co-founder of Core Family Office, I use my expertise to improve profitability, cash flow, and ROI, creating value for my clients and their future generations. WHY I'M DIFFERENT: Unlike other financial advisors, I focus solely on the unique needs of high net worth clients. At Core Family Office, we understand the complexities of wealth management and provide tailored solutions that fit your specific goals and objectives. Whether it's tax planning, investment strategies, or estate planning, we work collaboratively with our clients to achieve their vision for the future. WHY IT WORKS: With a keen interest in fiscal responsibility and tax education, I'm committed to helping families build a legacy of wealth and financial stability. Our team at Core Family Office provides comprehensive financial reporting, analysis, and recommendations to optimize your financial position. Whether you're a family office, business owner, or entrepreneur, we're here to help you navigate the complexities of wealth management and achieve your long-term financial goals. HOW IT WORKS: Our team at Core Family Office takes a holistic approach to wealth management. We begin with a comprehensive analysis of your financial situation and develop a customized plan to meet your specific needs. Our services include investment management, tax planning, risk management, and estate planning. We leverage our expertise and network of trusted partners to provide you with the highest level of service and expertise. Our commitment to transparency, communication, and collaboration ensures that you're always informed and in control of your financial future. LET'S TALK: Reach out to me directly here on LinkedIn; Email me at: ps@corefamilyoffice.com Schedule an appointment with me at: https://calendly.com/corefamilyoffice