Founder & Sole Wealth Steward
Founder & CEO heading an Oil & Gas LLC, operating 2 drilling rigs, besides other ventures pioneering utility scale clean energy projects across US. His wealth structure involves ownership of two Trusts, two LPs and one LLC with investments in different private equities and other asset classes
Diversified Asset Allocation
Investments span oil & gas / energy businesses, private equity, fixed income, real estate and structured products across jurisdictions
Alternative Investments Focus
Significant commitments in private equity, energy infrastructure funds and direct deals requiring detailed capital tracking
Legacy Planning & Tax Optimization
Involvement of complex estate structures, trusts and ongoing tax coordination with external advisors
Distributed Assets & Wealth
More emphasis on higher-risk, higher-reward investments such as Direct/PE Investments and Real Estate, while also maintaining balanced allocations in Fixed Income, Hedge Funds, and Cash for stability
