If wealth is a race, most people sprint the first lap and trip on the handoff. We sit down with fractional family office expert Avneet Kaur to map the part that actually keeps fortunes intact: taxes, governance, and succession that work in real life, not just on a glossy pitch deck. Avneet explains what a family office truly is today, why licensing and transparency matter in an unregulated space, and how even families in the $5M to $100M range can use a services-first model to gain clarity and control.
We get practical fast. Avneet starts where most advisors don’t, taxes, because no investment reliably returns 40 percent, but that’s what poor structure can cost you. From there, we dig into entity design, debt and equity stacks, reporting, and the quiet backbone functions that big institutions often ignore: bookkeeping, compliance, and cash flow operations. She shares patterns she sees during generational transfer, from founder bottlenecks to advisor pileups, and lays out how a quarterly family meeting, clear mandates, and an independent intermediary can prevent costly litigation and keep decisions moving.
Education is the compounding force. Avneet's playbook for heirs is simple and effective: pay teenagers to sit in board meetings, stage access to capital with milestones, and teach the mechanics of earning, protecting, and growing money. We talk about new wealth, from tech exits to influencers and how to shift from patchwork fixes to a clean, coordinated strategy. We close with philanthropy as legacy architecture: a way to align values, create meaningful roles for the next generation, and optimize taxes without performative spending.
If you feel “fine on paper” but know something important is missing, this conversation is your roadmap to build a resilient system around your wealth. Subscribe, share with a fellow builder, and leave a review with the top question you want us to tackle next.
Connect with Avneet Kaur at ak@fractional-familyoffice.com
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