Peak Wealth Mastery November Speaker Series: Family Office Edition: Featuring Jehangir Raja & Sudhir Pai
Peak Wealth Mastery November Speaker Series: Family Office Edition
We are excited to invite you to an exclusive Peak Wealth Mastery – Family Office Edition event, featuring two accomplished leaders in the world of finance and wealth management: Jehangir A. (JR) Raja, JR Wealth Management and Sudhir Pai, SuMa Monde Real Estate & Ventures.
This special edition is designed for high-net-worth individuals and family offices eager to explore advanced wealth-building strategies and insights from two of the most experienced minds in private equity and venture finance.
Meet Our Speakers:
Jehangir A. (JR) Raja, JR Wealth Management
Jehangir A. Raja is an accomplished financial executive with over 26 years of experience in the financial industry, specializing in executive leadership, equities trading, IPOs, M&A transactions, private equity placements, debt financing, and financial analysis. As the Managing Member of the General Partner and CEO of JR Dallas Wealth Management, Mr. Raja has built a reputation for his deep expertise in wealth management and private equity investments.
During his tenure as CEO of BrightWay Capital, Jehangir achieved remarkable success by raising and managing over $1.2 billion within a year, starting from scratch. He led successful investments alongside prestigious firms such as KKR, Carlyle Group, and TPG, further solidifying his status as a leader in the private equity space. He also played a pivotal role in major investments, including companies like Alibaba and OGDC.
Jehangir’s extensive experience and strategic insights have made him a trusted advisor to family offices and high-net-worth individuals, guiding them in wealth-building and financial growth. His proven track record in leading M&A deals and navigating complex financial markets makes him an authority on optimizing investments and creating long-term value for his clients.
Sudhir Pai, MyTimeEquity, SuMa Monde Real Estate & Ventures
Sudhir Pai, CPA, is an accomplished professional with over 30 years of experience in finance, tax, accounting, wealth management, real estate, and ventures.
He founded MyTaxFiler and myStartUpCFO in 2008 and successfully exited these businesses in 2021, demonstrating his tremendous entrepreneurial success. Sudhir was CFO Americas for Infosys Technologies before starting his own ventures.
Mr. Pai now serves as Managing Partner at SuMa Monde Kapital, a private equity firm focusing on real estate and venture capital. He is also the Managing Partner of the Registered Investment Advisory Firm MyTimeEquity and affiliated entities that collectively manage over $400 million in assets. As a member of the Forbes Finance Council, Sudhir continues to drive financial growth for ultra high-net-worth clients, providing expert guidance in wealth-building and strategic investments.
Why a Family Office Edition?
In today’s rapidly changing financial landscape, family offices face unique challenges—from navigating volatile markets to managing multi-generational wealth. This edition of Peak Wealth Mastery will dive deep into these challenges, explore how ultra-wealthy families allocate their investments, and discuss the successful strategies that have been adopted by leading family offices worldwide.
Attendees will gain insights into:
- Current Challenges in the Family Office Space: Learn about the biggest obstacles family offices face today, including geopolitical risk, inflation, and evolving regulatory environments.
- Successful Investment Strategies: Explore the best practices and innovative strategies that family offices are using to maintain and grow wealth across generations.
- Ultra-Wealth Allocation: Discover how the ultra-wealthy diversify their portfolios across asset classes like private equity, venture capital, real estate, and alternative investments to preserve capital and maximize returns.
This session is tailored to high-net-worth individuals and family offices looking to navigate these complexities with confidence and tap into the same wealth-building techniques employed by the world’s elite.
Why You Should Attend:
- Exclusive Wealth Insights: Learn advanced strategies for wealth management, private equity investments, and venture capital opportunities from industry veterans.
- High-Level Networking: Connect with other high-net-worth individuals, family offices, and investors looking to grow and preserve generational wealth.
- Actionable Strategies: Gain practical tips on navigating today’s financial landscape, including tax-efficient wealth planning and opportunities in real estate and venture finance.
- Solutions to Family Office Challenges: Hear directly from experts on how family offices are overcoming today’s most pressing challenges while continuing to grow their wealth.
This is a must-attend event for those who are serious about taking their wealth-building strategies to the next level. Mr. Raja and Mr. Pai will share their unique perspectives, drawing on decades of experience to provide insights that can help you optimize and grow your wealth.
This event is by invitation only and it's an IN-PERSON event. Seats are limited, so be sure to reserve your spot today!
Come network with like-minded individuals and enjoy some delicious refreshment sponsored by Ramey King Insurance & The Ron Toye Team at Crosscountry Mortgage.
Time: 11/12/2024 5:30pm - 7:30pm (Second Tuesday Of The Month)
You can also view all of our events here: https://peaksquareventures.com/events
Have questions or need more details? Feel free to call or text us at 469-521-9050.
Mark your calendar and see you at the PEAK!