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 attention to detail, responsiveness, and grace under pressure make every interaction seamless and stress-free.
Together, they’re a dream team. Whether it’s estate planning, tax strategy, or navigating complex investments, I’ve felt supported every step of the way. Most importantly, they genuinely care — not just about the numbers, but about the people behind them.
If you’re looking for a family office that operates with integrity, insight, and heart — Core Family Office is it.
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