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Core Family Office

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what is a family office? family offices were traditionally created to serve ultra high net-worth/high net-worth families. advisors across assets were kept on the family office payroll and provided in-house services. times have changed and the concept of family offices must evolve. “family offices today must prepare to give advice on an ever-broader range of issues...” martin graham, chairman of oracle capital group core was founded by puja sohi and avneet kaur in 2017. core is an independent, minority women-lead company, based in west hills, ca. by creating an independent family office, core is able to provide a wide variety of family office services to individuals and businesses. we offer personalized strategy which encompasses your personal & business goals. this is one of a kind process which brings together tax, investments, business, real estate, insurance & global income under one roof. with this knowledge, we build a roadmap to help startups, entrepreneurs, professionals a w

Headquarters:
6700 Fallbrook, Ste 100a, West Hills, California, United States, 91307
Industry:
Financial Services
Founded:
2017
Employees:
3
Annual Revenue:
-
Type: Private
Ticker: -
United States 3
Alternative InvestmentsDeffered CompensationAnnuitiesInvestment Property /SyndicationCash Value Life InsuranceCannabis Equity & DebtStrategyIra RolloverLife InsuranceTerm

Frequently asked questions about Core Family Office

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Where is Core Family Office located?

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Core Family Office's headquarters is located at 6700 Fallbrook, Ste 100a, West Hills, California, United States, 91307

What is Core Family Office's official website?

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Core Family Office's official website is corefamilyoffice.com

How many employees does Core Family Office have?

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Core Family Office has 3 employees

What industry does Core Family Office belong to?

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Core Family Office is in the industry of: Financial Services

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Distro — Free Sales Engagement Platform

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