Global Asset Services

Supporting Ultra-high Net Worth Families, Entrepreneurs and Business Clients Worldwide

Multi-family Office

Investment Analysis & Support

Business Coaching & Management Services

Financial Planning & Analysis

About Us

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.

Laptop Portfolio

What We Can Do For You

We specialize in management, consulting, business coaching, financial planning and supporting the growth of your business

Multi-family Office

We provide expert advice for ultra-high net worth families. Outsource guidance to a variety of wealth, tax, estate, and financial needs.

Investment Analysis & Support

Portfolio analytics, reporting, trade management, support, and so much more.

Business Coaching & Management Services

We assist you with coaching and tools to manage at a high level and accelerate growth and profitability.

Financial Planning & Analysis​

Let us take care of the financial planning analysis and support so you can focus on building and retaining client-manager relationships.

Meet Our Team

Dedicated and highly experienced professionals with extensive investment, wealth management, and financial knowledge.

Kaushal “Ken” Majmudar

Kaushal “Ken” Majmudar

Founder and CEO

Eunie Min

Eunie Min

Financial Associate and CPA