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" I help ultra-high-net-worth families reclaim control of their legacy by dismantling the complexity of the traditional family office. My mission is transparency; my tool is strategy." ~ Avneet Kaur, CEO

Avneet Kaur's Fractional Family Office, based in Los Angeles, provides high-net-worth individuals, families, and business owners (typically with $10 million or more in assets) access to comprehensive wealth management services through an efficient shared-resource model. 

This approach offers expertise in areas such as proactive tax planning, diversified investments including real estate, alternative assets, estate & succession planning, fractional CFO support, delivered with a focus on cost efficiency compared to traditional structures. 

The practice emphasizes intentional, long-term strategies designed to support wealth preservation and generational continuity for active wealth creators globally. 

Background and Expertise

Avneet Kaur brings a distinctive perspective to wealth management, shaped by her upbringing in a military family in India, where she developed a foundation of discipline and resilience. Her early exposure to the establishment of two family offices within her own family sparked a lasting interest in intergenerational wealth planning, encompassing tax strategies, investment diversification, and succession frameworks.

Immigrating to the United States as a high school student, Avneet excelled academically at UCLA before launching her career on Wall Street at Lehman Brothers in Manhattan. Navigating the 2008 Global Financial Crisis firsthand reinforced her commitment to resilient, family-oriented financial practices and fueled her entrepreneurial drive.

At age 36, Avneet established her first family office for ultra-high-net-worth clients, drawing on her experience to guide individuals through sophisticated investment environments. Today, her practice offers a holistic range of services, including wealth management, real estate investment, insurance coordination, tax planning, and private lending.

Avneet focuses on supporting successful entrepreneurs—particularly those with businesses generating over $10 million in revenue—in developing sustainable wealth structures and robust family offices. Beyond her professional work, she is actively involved in philanthropy, contributing to charitable organizations in the Los Angeles community and hosting events through her family foundation, GIVE.