Avneet Kaur is a dynamic and accomplished financial strategist, investment advisor, and business leader with over two decades of experience in the financial industry. As the Co-Founder and Chief Strategy Officer of Tax Family Office, Avneet leads a vertically integrated financial services firm dedicated to empowering entrepreneurs and high-growth businesses through expert tax advisory, accounting, and financial planning. Her client-centric approach goes beyond traditional services, offering proactive strategies that optimize tax efficiency and drive sustainable growth.

In addition to her role at Tax Family Office, Avneet is a Managing Partner at Core Investment Capital, where she spearheads strategic planning and investment management for a diverse portfolio, focusing on private equity, real estate, and venture capital. Her expertise in mergers and acquisitions, capital markets, and financial structuring has established her as a trusted advisor to entrepreneurs and business owners seeking to navigate complex financial landscapes.