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Core Family Office
- Finance
- West Hills, CA
About this business
An Independent Family Office for All Professionals, CPA, Small Businesses, Startups, Entrepreneurs, Influencers, Entertainment Professionals and Athletes. We reduce taxes with our 6 prong approach. We mitigate risk and help reach your financial and personal goals. Our 6 prong approach uses Insurance, Real Estate, Estate Planning, Business Advisory, Loans & financing, Financial Planning and Tax Strategies. Using these tools we are able to provide a holistic approach towards your goals.
Location details
6700 Fallbrook Ave #100, West Hills, CA, 91307, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
This is better
Working with Core Family Office has been an absolute game-changer, and I can’t say enough good things about Avneet and Puja. From the moment we began our relationship, they’ve brought a rare combination of professionalism, warmth, and deep financial expertise that’s truly unmatched. Avneet brings strategic clarity and a big-picture mindset that helps you feel confident about your long-term goals. She doesn't just manage wealth — she helps build a vision around it. Puja, on the other hand, is an operational powerhouse. Her at... read more
I have become a Customer of Core family group because of the support and advise received from Avneet Kaur and Puja Sohi. They are knowledgeable and patient to answer all questions and make a Prospective Client feel comfortable .No pushy salesy calls either which I appreciate.
Professional, focused & result oriented team of Core Family Office has many satisfied clients. It’s a pleasure dealing with the Core Office.
Frequently asked questions about Core Family Office
How is Core Family Office rated?
Core Family Office has a 5 star rating with 11 reviews.
When is Core Family Office open?
Core Family Office is open now. It will close at 6:00 p.m.
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