Indian-Family-Office

If you are a high net-worth immigrant in USA...

Life is complicated when you acquire wealth in America. A team of professionals are here to answer questions & help you plan your next move. 

About The 'NEXT' American Indian

Parthiv-Thank-YouHello, my name is Parthiv Shah and I am an  immigrants from India. I came to USA at a young age in 1989.  Through hard work, continuing education, innovation & occasionally getting lucky we managed to build a portfolio of brands along with a respectable stash of 38 published books, one Amazon international best-seller book, two approved patents (with third one pending) six trademarks and a small team of fellow marketing enthusiasts who call my companies their home. 

I spent most of my life trying to make ends meet. It was a different kind of struggle. Life was complicated, but those were different kind of complications. Eventually, business took care of itself and gave us comfort and pace.Dipa and I are grateful for what we have built, what we have saved, what we have and we are now aging gracefully. 

But life is still complicated. It is different kind of struggle. We are no longer trying to make ends meet, we are trying to manage growth. We are no longer looking to increase our income, we are looking for a better outcome from out income. While we are at peace and therefore at peak of our productivity, we are surrounded by a team of professionals who help us make the right choices and do the right next thing.  We love our peace and therefore we don't want to mess with anyone and we don't want anyone messing with us. 

After making non-trivial investment in law, accounting, finance, investment and tax professionals who support our family, our small but growing portfolio of brands, companies & investments...we noticed that our family is at peace because these professionals are acquiring & protecting our peace. We realized that lawyers are not for litigation, they are for litigation avoidance. We realized that accountants, economists, tax strategists and investment advisors are here to help us build wealth now that income generation is on cruise control. We are grateful for the love, trust & friendship of these professional service providers who are the defensive coordinators for our business & personal finance. 

And therefore people always ask us 'who do you use for ....' and without judging them or without being nosy, we always answer the question as 'what would we do if we were in a similar situation' and 'which professional we would trust if we were in their shoes'. 

If you want to GROW your brand(s), my team and I can help you with that. But life is not always about acquiring growth. Sometimes, making it rain isn't the most important thing in life. Sometimes, you have to build a dam so you have a reservoir of money to fund the turbulence in life & pay for things you want in life. And we are grateful to have a Golden Rolodex of trusted service providers we prefer to call on when we are seeking counsel. 

So if you are at a point in your life where you don't know what to do or whom to call, I am prepared to have a conversation in confidence, share my opinion on your situation and recommend someone I am willing to trust with something like that. Please book time with me or just reach out via text on my mobile at 3018735791 or fill out a form on this page and I will reach out to you after I do some homework. 

When I am not making money, I am making friends and I love them both.

 

Ask Parthiv!

Law & Money in America

An immigrant's family and their wealth is touched by a verity of legal systems, financial systems, tax systems and money systems in America. Navigating through all of this is complicated. 
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Immigration
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Intellectual Property
Finance  Taxes
Finance and Taxes
Insurance and Investments
Insurance & Investments

Economics: It's a complicated subject ;-)

A business owner's life is complicated. Money moves differently in (and out of) the life of a business compared to any other professionals. Many business owners don't have an MBA or professional experience in finance & economics... but a business owner must make mission-critical money decisions at every milestone of life. Fresh out of school, you will worry about student loans, clinical training, educational advancement, and adequate compensation. A few years into your career, and you'll want to own your own business & your building(s). As you age, you'll grow your business and acquire other assets and real estate. In later years, you will look for your successors. WHO will you trust to help you make major life decisions?

After working for over 300 clients

Parthiv helps dentists "make it rain." As a practice growth scientist and money mathematician, Parthiv looks at the numbers from a unique perspective. Unlike an accountant or a CFO who looks at the money you make & spend, Parthiv looks at the money you haven't made yet. Parthiv dives into Dental Intel to look at unscheduled Tx, unconverted leads, and lost opportunities and finds pockets of opportunities where you can harvest practice growth dollars from low-hanging fruits. These funds can be re-invested in building marketing machines that can acquire new leads and indoctrinate/educate patients on importance of treatment. Parthiv is the first point of contact in Dental Economists because Parthiv feeds the economic data to everyone else.

Growth by Acquisition OR A Profitable Exit Plan

Every dentist will go through an M&A (Merger and Acquisition) conversation with key stakeholders several times during the practice lifecycle. Whether you need to consider hiring an associate, placing an associate on partner track, acquiring a practice in your town, buying the real estate where your practice is located, bringing your adult dentist children into your practice, or selling your practice to an even larger practice or DSO, Stan Kinder can help you evaluate your current state and understand the valuation of your practice.

About Dr. Carlo Biasucci

Dr. Chris Phelps helps dentists learn how to place implants and make implant case presentations.

Meet Parthiv To Talk About Your Economy

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immigration law-1
Patents-1
Finance  Taxes
Insurance and Investments