YOUR SABUR PWM TEAM
Dedicated to Serving Your Needs
Sabur Private Wealth Management
Advanced Private Wealth and Tax planning Strategies
Founder and Advisor
- Trusted Fiduciary / Independent and Objective
- Real estate, Investments, Tax reduction, Blockchain/Crypto, Litigation deterrent planning
- Synergistic planning for family and business wealth
Specializing in: ZERO Capital gains tax upon asset sale Income & Estate tax mitigation Tax FREE Business succession planning Philanthropic planning / ESG –“Biblical” Investing Risk mgt / Insurance strategies Brokerage Portfolio & PRIVATE 401k designReal estate acquisition / disposition advisory
Credentials: IAR, Investment, Insurance, Real Estate certifications Wealth Management Specialist (WMS) Certified Asset Protection Planner (CAPP) Certified Wealth Preservation Planner (CWPP)
A strong reputation with a successful career built over 30 years --- one client at a time. Families, Charitable organizations and business owners with $5 Million to more than $100 Million in net worth have consulted Mr. Shaik for Estate, Investment, Corporate retirement and Business succession planning advice. He believes “Just as humans are holistic beings so should their financial portfolios be treated!”.
To promote that message he educates clients nationwide on available options as a Fiduciary, (with the help of histeam of tax, legal and estate planning professionals) to achieve favorable and preferred outcomes.
His clients gain confidence, knowing their personal, business and philanthropic interests are strategically addressed to create the "Bubble wrap" effect to protect from all types of internal and 3rd party litigation threats for wealth enhancement.
Let him help you cut through all the financial media noise and get you the advice and systematic coordination you always wanted to manage and grow your personal and family wealth. In 2011, 13, 16, 18, 19, 20, 21 & 2022.
Mr.Shaik was identified as a FIVE STAR wealth manager by New Jersey Monthly Magazine. FIVE STAR wealth manager awards are awarded to less than 2% of professionals each year. CLICK HERE to Book your FREE 30 min call now.
Mr.Vandi as a co-General Partner to our Registered Investment Advisory firm offers his unique expertise to Sabur Private Wealth Management as a liaison to US Persons residing in European Union (EU) and United Arab Emirates (UAE) who wish to utilize our services.
In addition he is a CEO and Managing Principal at Manhattan Global Investments (MGI). He oversees all areas of Regulatory Compliance and Risk Management, providing seasoned leadership and oversight across all verticals.
He is an investor, entrepreneur, philanthropist, fund manager and investment banking executive with over 26 years’ experience working for Fortune 50 Companies such as Deutsche Bank, JP Morgan, Bank of New York, Union Bank Switzerland, HSBC Investment Bank, to name a few.
Vandi is the partner of a 350-person management and technology consultancy firm, and a SME in fund management, VC, M&A, PE, advance derivatives, data science, AI/ML, blockchain. Vandi has been an advisor and coach for 50 financial institutions across EMEA region and 1500 Fund Managers globally.
He has brokered new business relations with revenue potentials over £10 Billion AUM and led successful global initiatives on compliance, M&A and capital market.
Simon's exceptional ability to foster meaningful relationships with investors, financial institutions, and equity groups controlling $80B AUM at the sponsorship level is a testament to his strategic vision and leadership.
His global reputation is anchored in his unmatched expertise in regulatory compliance and ESG investments, as well as his remarkable skill in identifying investment opportunities that align with optimal and consistent returns for MGI and its investors.
Mr. Ostrowski as a co-General Partner to our Registered Investment Advisory firm offers his unique investment banking expertise to Sabur Private Wealth Management as a liaison to ultra high networth families and seven + figure entrepreneurs who wish to utilize our advanced tax planning and investment services.
In addition he is also the Managing Partner and Interim Chief Operating Officer of Manhattan Global Investments (MGI).
With over 25 years of experience in private equity investments, investment analysis, and capital stack structuring, he has a proven track record of directing private equity for placements, financings, and recapitalizations to position companies for profitability and growth.
Phil has managed large teams and developed strong relationships with investors and equity groups controlling $13B AUM at sponsorship level while targeting private and public sectors of institutional grade investments to identify opportunities that consistently align with optimal and consistent returns for both MGI and its investors.
Phil is skilled in private equity investments, investment analysis, due diligence, and relationship management. Phil has championed critical investment analysis roles with leading firms, spearheading the allocation of over $500M in acquisitions and portfolio holdings, while expanding market penetration to exceed $5B in total AUM across global markets