ATTORNEYS AND FINANCIAL ADVISORS

AltaView provides a wide range of business and real estate valuation services to estate and wealth planning professionals and corporate attorneys. Serving boutique practices as well as the nation’s largest firms, our senior professionals have deep experience transforming complex valuation issues into clear and defensible opinions. Attorneys and advisors benefit from our extensive knowledge of applicable compliance and reporting requirements

Overview

AltaView provides timely, well written reports supported with empirical data and research. Our professionals stay current on valuation court decisions and audit trends, and prepare reports to withstand scrutiny by addressing common attacks.

Estate and Wealth Planning Professionals

AltaView provides value-added advice from inception of a contemplated planning strategy through delivery of a comprehensive valuation report and, if necessary, defense in the event of controversy.

Our estate and wealth planning services include:

  • Estate and Gift Tax Planning and Compliance

  • Income Tax Planning and Compliance

  • Real Estate Appraisal 

  • Art Appraisal and Sales Advisory Services

  • Tax Controversy Support

  • Family and Business Succession Planning

  • Planning in Anticipation of a Liquidity Event

  • Charitable Contributions  

For more information on our tax planning and compliance services, click here, for controversy support services, click here, and for art appraisal and sales advisory services, click here.

Corporate Attorneys

AltaView works closely with corporate attorneys and business owners in assessing major corporate decisions. 

Our relevant valuation services include:

  • Fairness and Solvency Opinions

  • Corporate Planning and Succession

  • Business Divorces and Shareholder Disputes

  • Corporate Restructuring 

 

For more information on our transaction advisory services, click here, and for corporate and succession planning services, click here.