Puja Sohi is an accomplished entrepreneur, investor, and co-founder of Core Family Office, where she provides bespoke financial solutions for high-net-worth families and business owners. For over six years, Puja has specialized in guiding clients through the complexities of wealth management, offering personalized strategies that enhance profitability, cash flow, and return on investment. Her focus on long-term financial stability helps families create a lasting legacy.
As CEO of Core Family Office, Puja stands apart by offering a fractional family office service designed to meet the unique needs of entrepreneurs and business owners without the need to manage their assets directly. Her expertise spans tax strategy, investment management, and estate planning, ensuring clients benefit from comprehensive and tailored financial services. Under her leadership, Core Family Office provides innovative tax planning and investment options through its associated Core Companies, including Core Family Real Estate and Core Investment Capital.