Get to Know Our Family Office in Los Angeles
If you've never worked with a family office, you may be surprised by the depth of our knowledge and the comprehensive range of services we can offer. Core Family Office is founded on the desire to deliver independent fiduciary financial services that help our clients thrive. With offices in Los Angeles, we are perfectly positioned to offer the tax and financial planning you need to reach for success in your business and personal finances.
Our goal is to be your one-stop shop for all your financial needs, whether you are a startup entrepreneur or own a thriving business looking to expand. We readily share our skills with our clients and pass them on to aspiring and practicing CPAs to improve access to effective financial guidance for everyone, not just the wealthy and elite.
Whether you're looking for help expanding your company's potential or just want more security in your personal finances, we offer the insight and tailored strategies you're looking for. Schedule your free 30-minute consultation today to find out what Core Family Office can do for you!
Who We Are
Core Family Office was founded on the belief that everyone deserves access to financial guidance that's intelligent, affordable, and customized to your needs. Our women-led family office delivers high-quality tax and financial planning that's available to all regardless of income level. We believe strongly in our community and helping others, and our exceptional services are an extension of that passion.
What We Do
As a family office, we're well equipped to offer a wide range of services. Our goal is to help you enhance your financial position both professionally and personally.
As a business owner, you know how invaluable the right strategy at the right time can be. We provide the insight and advice to help you seize opportunities and reach your current and long-term goals. Whether you need tax strategies, business startup support, or retirement planning, our team is ready to assist you. With our network of partners across the financial industry, we can ensure that you receive comprehensive support in all your business and personal endeavors.
Who We Serve
We're committed to helping every client make the most of their opportunities to build their capital through smart and well-informed decisions. Our team is proud to offer personalized financial services tailored to:
Business Owners: We love helping entrepreneurs of all levels take the next step toward achieving their goals and empowering them to do what they love and support the community they serve. The abundance of startups in our area means we're experienced and well-equipped to assist you in growing your business from the ground up. We'll also ensure that your personal finances receive the care and attention needed to help secure your future.
CPAs: Not content with only helping businesses directly, we also proudly support our fellow firms in the financial industry. We help CPAs expand their service offerings and grow their skillset through CPE training that delivers practical education designed around real-world experience. We're also prepared to offer supplementary services to help you meet your clients' needs and strengthen your reputation as a reliable and capable accounting firm.
Get to Know Our Founders
We're proud to be a women-led, minority-owned family office, and we use our diverse perspective to provide experienced advice that's relevant to all. We're excited for you to learn more about our founders and why we're so passionate about what we do.
Puja Sohi is the CEO & co-founder of Core Family Office. Puja has extensive experience in relationship management, which she developed while working with Washington Mutual and Bank of America. Along with the day-to-day operations of Core Family Office, she is dedicated to families and business owners. She holds keen interest in fiscal responsibility and tax education for the next generation.
When she is not at work, you can find her spending her weekends with family and her dogs. She is a pet lover and has a soft heart for our four-legged friends. She loves to play poker and has undying love for dance and music.
Puja believes in giving back to the community and holds free meal service at her favorite temples.
Avneet Kaur is the CFO & co-founder of Core Family Office. At 17, she left India with her family to build a life in Los Angeles. After graduating from UCLA, she worked at Lehman Brothers as a real estate and financial analyst. After the 2008 crash, Avneet saw the need for a strategic family office and launched Core Family Office with Puja. She is responsible for the financial growth of Core Family Office & Core families.
Avneet was a part of the UCLA bhangra team and shares the love of music and dance with Puja. She hopes to open orphanages around the world and find a permanent solution for homelessness. She is the founder of the Los Angeles Business Owners Association on Facebook, and she also participates in charities in the San Fernando Valley.
Avneet believes financial and investment decisions should always include effects on taxation.
Reliable Tax & Financial Planning
With two office locations and virtual service options, we're available to help you in the way that's most convenient for you. Our offices offer abundant parking and easy access via the 27. We're proud to serve business owners and CPAs with financial advisory services throughout Los Angeles.
Your business or firm deserves the opportunity to reach its full potential. Our range of services and dedicated team are ready and waiting to help you get there. Contact Core Family Office today and get the help you need to become a thriving force in your industry.