Raj Rathi

Raj Rathi, co-founder of Rathi Singh Private Wealth Management, brings his wealth management expertise to the conversation. He discusses the critical importance of early and strategic planning for business owners, particularly during mergers and acquisitions. Raj emphasizes nurturing long-term relationships beyond transactions to ensure lasting client satisfaction. He also highlights how personalized wealth management strategies help maximize after-tax proceeds and preserve family legacies, showcasing the value of a cohesive advisory team in navigating these complex financial waters.