Ep. 179: From Wall Street to Family Wealth: Avneet Kaur & Puja Sohi on Protecting Legacies

On this episode of The Jay Young Show, host Jay Young and co-host Jordan Soho sit down with Avneet Kaur and Puja Sohi — the powerhouse duo behind Core Family Office and Core Investment Capital. From growing up in India’s military life to navigating the chaos of Wall Street during the 2008 crash, Avneet’s journey shaped her mission to safeguard and grow ultra-high-net-worth family wealth. Together, Avneet and Puja share why “plug-and-play” family offices are the smartest move for entrepreneurs after a big exit, the common money mistakes $15M-a-year earners make, and how to ensure wealth lasts for generations. Plus, their take on alternative investments, balancing risk for UHNW clients, and why philanthropy is more than just giving back — it’s a strategy.

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