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COVER STORY
shared with us about LWP and future vision Through our industry arrangements, LWP helps its
Edited Excerpts clients invest in alternative investments within their FUTURE PLANS
retirement accounts, such as 401K, Roth or Traditional
THE BEGINNING OF LEGACY WEALTH PLANNER IRA. Our clients benefit from the 360-degree tax,
(LWP) wealth and estate planning.
After a series of successful exits over a decade Although we are busy
across Tax and Financial Planning for individuals and CUTTING THROUGH THE NOISE helping clients strive
businesses, financial facets for start-ups, I became a As a licensed CPA and Financial Advisor, Mr. Pai
licensed financial advisor in 2019. This led to the incep- provides unparalleled convenience to our clients to to achieve their long-
tion of LWP as a natural evolution to help our clients strive to achieve their financial goals with 100% trans-
with 360-degree financial & wealth planning through parent assistance. Having worked with clients hoping term financial goals,
our industry arrangements. LWP is a boutique finan- to put their children through college, retire when they
cial services firm with a special focus on historically desire, and plan for everything in between; we also day-to-day planning for
low correlated to market alternative investments and serve a wide range of clients who are passionate about
retirement planning, specifically in the area of: cryptocurrencies, NFTs, and real estate by partnering the future of the firm has
Alternative investments, with businesses with high credibility and track record also been an important
of results.
Algorithmic portfolio generation and way to ensure our long
customization Our attentiveness, quick turnaround, and availability
Pre-IPO stocks during those key decision-making moments of our term success.
clients have been the secret ingredient of our ongoing
SERVICES PORTFOLIO success.
While equity and bond are a big share of the offerings/ It’s what we don’t get paid for which makes us different
services we discuss with our clients, LWP also focuses from the rest of the investment industry. We’ve launched a Land
on something that many other financial service firms Syndication fund, buying
don’t touch on, which is alternative investments like:
GROWTH BY properties in multiple
Multifamily Apartments NUMBERS states within the US
Single Family Homes
Senior Living / Memory care In a short period of two years since and also considering
Student Housing the inception of LWP, we have raised another fund, for multiple
Undeveloped Land Syndication
Mobile / Manufactured Housing over $150 million which we believe asset classes, such as
Mixed-Use Development
SUDHIR PAI: THE MAN WITH A VISION Hotel / Hospitality has put us on the path to strive for multifamily, student
PRESIDENT & CEO Self-Storage our goal of $1 billion by 2025 while housing, hospitality &
LEGACY WEALTH PLANNER (LWP) Triple Net Lease (NNN) Retail Lease helping ~700 households & family
Sudhir Pai is a highly successful entrepreneur drawing Opportunistic and Value Add Real Estate storage. We are also eyeing
on a wealth of experience in Finance, Tax and Luxury Condominium Development offices. We feel business owners
Accounting to provide leadership in informal business Healthcare have benefited from our superior adding late stage & early-
consulting, working closely with business owners and Life Sciences Real Estate stage companies to our
managers to analyze and audit their operations and Quick Service Restaurants tax-optimized portfolio management
devise practical solutions to their needs. A Certi-
fied Public Accountant (CPA) and Fellow Chartered Wireless Infrastructure custom-built for each client. We
Accountant (FCA) from the Institute of Chartered Telecommunications Networks have sought to fuel their growth in
Accountants of India (ICAI), Sudhir established Legacy Energy (Oil & Gas) Funds GENERAL DISCLOSURE
Wealth Planner, LLC (LWP) in 2019, a boutique financial Mineral & Royalty Funds wealth through: Not an offer to buy, nor a solicitation to sell securities.
services firm, and SurelyNow, LLC a firm that special- Debt funds All investing involves risk of loss of some or all principal
izes in retirement planning & real estate consulting. Life Settlement Bonds invested. Past performance is not indicative of future
results. Speak to your finance and/or tax professional
Sudhir has extensive experience in the area of Real Estate Bonds Retirement plans for businesses and business prior to investing. Any information provided is for
personal and business wealth & tax planning and helps Structured Notes owners informational purposes only.
both individuals and owners of closely-held and VC Venture Capital Non-qualified deferred compensation plans
funded businesses, focusing particularly on the Asian Private Credit ESOP for senior executives Securities and advisory services offered through
community in the Greater Dallas area with 10,000+ Preferred Stocks Emerson Equity LLC Member: FINRA/SIPC and a regis-
clients. Sudhir is also an Enrolled Agent admitted Early Stage / Late Stage / Pre-IPO Fund Charitable giving structures for ultra-high-worth tered investment adviser. Only available in states where
to practice before the IRS and Chartered Global & net individuals Emerson Equity LLC is registered or operating pursuant
to exemption from registration. Emerson Equity LLC is
Management Accountant (CGMA) and serves on the All these assets classes are also part of tax-advan- Bank-funded life insurance plans for estate tax not affiliated with any other entities identified in this
Advisory Board of DFW Konkani Samaj and previously taged vehicles such as: and retirement planning communication.
member of Corporate Advisory Board of India Associ- Tax Opportunity Zone Funds
ation Of North Texas (IANT). 1031 Exchange Funds Cash management & treasury solutions for
businesses
Let’s go through Sudhir’s success story and insights he
|20 thecorporatereview.com | India | Vol. 3 | Issue 2 | February 2022 |21
