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What Women Need to Know About the Great Wealth Transfer with Puja Sohi and Avneet Kaur | Episode 105
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As a woman entrepreneur, building and preserving wealth can be a challenging prospect. In this episode of the Quiet Wealth Podcast, hosted by Camilla Jeffs, we delve into the unique hurdles faced by middle-market entrepreneurs, with a special focus on women, as they navigate the complexities of managing both their wealth and businesses.
Join us as we have an insightful conversation with Puja Sohi and Avneet Kaur, renowned experts in wealth management, who share their expertise on holistic financial planning. We explore the importance of considering alternative investments and discuss the potential benefits of setting up foundations for legacy planning.
Tune in to this empowering episode of the Quiet Wealth Podcast to gain valuable knowledge and actionable tips.
Episode Timeline:
• Puja and Avneet's journey and the services they provide as a family office for individuals who don't fall into the ultra-high net worth category
• Services offered by Core Family Office
• The term "middle market" and the preference for calling these individuals the "economy drivers"
• Unique challenges faced by women in managing their inheritance or wealth
• The importance of financial planning for women in their 40s and 50s due to longer lifespans
• Challenges faced by women who are business owners or partners with their husbands
• Setting up a foundation for charitable contributions and leaving a legacy
• Alternative investments outside of the stock market
• Advice on starting a business
Connect with Our Guests
Core Family Office - https://www.corefamilyoffice.com/
Puja Sohi on LinkedIn - https://www.linkedin.com/in/puja-sohi-18a787161/
Avneet Kaur on LinkedIn - https://www.linkedin.com/in/avneetkaur/
Core Family Office on Facebook - https://www.facebook.com/CoreFamilyOffice/
Core Family Office on LinkedIn - https://www.linkedin.com/company/core-family-office/
Core Family Office on YouTube - @corefamilyoffice
Core Family Office on Instagram - @corefamilyoffice
Core Family Office on TikTok - @corefamilyoffices
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Prime Time Wealth Academy YouTube Channel - https://www.youtube.com/channel/UCJYjXBtQnNKeXSrhMIaRgGQ
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Shout out to my podcast manager, Abby! If you're ready to take your podcast to the next level, contact her today productions@abbyguaki.com and start the conversation.
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Are you ready to try passive investing in real estate? Get access to my FREE Passive Investing Masterclass!
https://steadystreaminvestments.com/masterclass/
Follow us at
https://www.facebook.com/steadystreaminvestments
https://www.instagram.com/quietwealthcommunity/
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