Our experienced professionals cater to the unique needs of multi-family offices and financial planning for high net worth families. Our mission is to assist and support companies and their managers with analysis and consulting, business coaching, financial planning and management expertise so they can focus on their core interests.
Spearheading this enterprise is Kaushal “Ken” Majmudar, a Harvard educated entrepreneur with a track record of helping his clients accelerate their full potential.
We specialize in management, consulting, business coaching, financial planning and supporting the growth of your business
Dedicated and highly experienced professionals with extensive investment, wealth management, and financial knowledge.
Founder and CEO
Financial Associate and CPA