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Avneet Kaur

Avneet Kaur


Co-Founder | Los Angeles, California, United States

Professional Overview


Avneet Kaur is a visionary entrepreneur and financial strategist making significant strides in the wealth management and investment advisory industries. As the Co-Founder of multiple successful ventures, she leverages her deep expertise in investment planning, portfolio management, and family office services to deliver tailored solutions that empower clients to achieve their financial goals.

Experience Summary



Current Roles


Co-Founder, Tax Family Office (2024-03-01 to Present)
  • Provides comprehensive tax planning and advisory services for high-net-worth individuals and families

  • Oversees the development and implementation of innovative tax strategies to optimize clients' financial well-being

  • Collaborates with cross-functional teams to ensure seamless delivery of integrated wealth management solutions


Co-Founder, Core Family Office (2020-05-01 to Present)
  • Leads the strategic direction and day-to-day operations of the family office, catering to the unique needs of affluent clients

  • Leverages advanced financial planning and investment management expertise to preserve and grow multi-generational wealth

  • Serves as a trusted advisor, collaborating closely with clients to create customized wealth strategies


Chief Executive Officer, Core Investment Capital (2021-09-01 to Present)
  • Spearheads the firm's investment strategy and portfolio management, delivering consistent returns for private clients

  • Oversees the sourcing, due diligence, and execution of alternative investment opportunities, including private equity and real estate

  • Fosters a culture of innovation and continuous improvement to enhance the firm's competitive edge


Career Progression


Co-Founder, Core Investments and Annuities (2017-08-01 to Present)
  • Pioneered the development of a comprehensive suite of investment and annuity products tailored to the needs of high-net-worth individuals

  • Drove the firm's market expansion and client acquisition efforts, resulting in significant growth and industry recognition


Founder, Los Angeles BUSINESS OWNERS ASSOCIATION (2016-10-01 to Present)
  • Established a thriving professional network to facilitate peer-to-peer learning, collaboration, and business development among local entrepreneurs

  • Curated a robust program of educational workshops, roundtable discussions, and networking events to support the growth and success of member businesses


Academic Background


Avneet Kaur holds a Bachelor of Science in Finance from the University of Southern California, where she graduated with Magna Cum Laude honors. She continues to deepen her expertise through ongoing professional development and industry certifications.

Areas of Expertise


  • Investment planning and portfolio management

  • Wealth preservation and growth strategies

  • Family office services and multi-generational wealth management

  • Alternative investment analysis and execution

  • Entrepreneurship and business strategy

  • Financial advisory and client relationship management


Professional Impact


  • Instrumental in the successful launch and growth of multiple financial services ventures, driving consistent revenue growth and client satisfaction

  • Recognized as a thought leader in the wealth management industry, frequently invited to speak at industry conferences and events

  • Actively contributes to the local entrepreneurial ecosystem through her leadership of the Los Angeles BUSINESS OWNERS ASSOCIATION


Conclusion


Avneet Kaur's exceptional track record as a visionary entrepreneur and financial strategist positions her as a driving force in the wealth management industry. With a relentless focus on innovation and client-centric solutions, she continues to create lasting impact for her clients, her team, and the broader business community.