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Avneet Kaur

Professional Summary



Professional Overview



Avneet Kaur is a seasoned entrepreneur and finance professional with a diverse background in investment management, financial advisory, and business leadership. As the Co-Founder of Tax Family Office, Co-Chief Executive Officer of Core Family Office, and Chief Executive Officer of Core Investment Capital, Avneet brings a unique blend of expertise in wealth management, investment strategy, and family office operations.

Experience Summary



Current Roles



Co-Founder, Tax Family Office (2024-03-01 to Present)
  • Oversees the strategic direction and day-to-day operations of the family office, providing comprehensive financial planning and investment management services to high-net-worth individuals and families.

  • Collaborates with a team of financial advisors, tax specialists, and estate planning experts to deliver customized solutions that optimize clients' wealth and minimize tax liabilities.

  • Spearheads the firm's growth and expansion, leveraging Avneet's extensive network and industry relationships to attract new clients and strategic partnerships.


Co-Chief Executive Officer, Core Family Office (2020-05-01 to Present)
  • Leads the development and implementation of the firm's investment strategies, with a focus on alternative assets, real estate, and private equity.

  • Responsible for overseeing the firm's portfolio management, risk assessment, and performance reporting to ensure the achievement of clients' financial goals.

  • Actively engages with clients to understand their unique needs and preferences, tailoring investment solutions to meet their long-term objectives.


Chief Executive Officer, Core Investment Capital (2021-09-01 to Present)
  • Directs the overall business operations and strategic planning for the investment management firm, which specializes in alternative investments and private market opportunities.

  • Spearheads the firm's capital raising efforts, building strong relationships with institutional investors, family offices, and high-net-worth individuals.

  • Oversees the investment team's due diligence process, portfolio construction, and risk management to deliver consistent, risk-adjusted returns for clients.


Career Progression



Prior to her current roles, Avneet co-founded Core Investments and Annuities in 2017, where she played a pivotal role in developing the firm's investment strategies and expanding its client base. She also founded the Los Angeles Business Owners Association in 2016, a professional network dedicated to supporting entrepreneurs and small business owners in the region.

Academic Background



Avneet holds a Bachelor of Science in Finance from the University of California, Los Angeles (UCLA), where she graduated with honors. She is also a Certified Financial Planner (CFP®) and a Chartered Alternative Investment Analyst (CAIA).

Areas of Expertise



  • Investment management and portfolio optimization

  • Wealth management and family office operations

  • Alternative investments, including private equity, real estate, and hedge funds

  • Financial planning and tax strategy

  • Entrepreneurship and business leadership

  • Client relationship management and business development


Professional Impact



Under Avneet's leadership, Tax Family Office and Core Family Office have become recognized as premier wealth management firms, delivering exceptional investment performance and client satisfaction. Avneet's strategic vision and commitment to innovation have positioned the firms as industry leaders in the family office space.

Additionally, Avneet's work with the Los Angeles Business Owners Association has had a significant impact on the local entrepreneurial community, providing valuable resources, networking opportunities, and advocacy for small businesses.

Conclusion



With her extensive experience, diverse expertise, and proven track record of success, Avneet Kaur is a respected authority in the financial services industry. Her entrepreneurial spirit, coupled with her deep understanding of investment strategies and family office operations, make her a valuable asset to the firms she leads and the clients she serves.