Who we help: Americans of Indian Origin
While we are happy to serve clients of all backgrounds, we have identified special needs faced by Indian-Americans, and have developed expertise in addressing them.
Through proactive financial planning, we have helped clients with issues such as inheritances, cross-border estate planning and tax planning, among others.
We encourage you to contact us should you wish to have an exploratory discussion of how we may apply our continually increasing knowledge in this area for your benefit.
Through proactive financial planning, we have helped clients with issues such as inheritances, cross-border estate planning and tax planning, among others.
We encourage you to contact us should you wish to have an exploratory discussion of how we may apply our continually increasing knowledge in this area for your benefit.
We are pleased to share with you a link to the May 1 print article in "Investment News" in which I am quoted, along with a few other advisors, on the value of culturally-sensitive and fiscally-appropriate planning strategies for Indian-American investors and clients. The article interviews advisors who focus on serving the needs of Indian-American clients; in practice, we find that there are several similarities in the context of a family-centered financial planning approach that can be leveraged for all clients.