FAMILY OFFICES AND INDIVIDUALS

AltaView partners with large and small family offices and high-net-worth individuals to provide tax planning and compliance, financial reporting, and tax controversy support services. Our services are used to assist in tax planning, multi-generational planning, and pursuit of philanthropic goals.  

Overview

In pursuit of maximizing investment returns and proper diversification, family offices and high-net-worth individuals often invest across multiple asset classes and in a variety of equity, debt, and mezzanine securities. In addition, as family offices increasingly pursue direct private equity investments the complexity of managing these investments increases. AltaView can help navigate challenging corporate transactions, wealth planning and charitable initiatives, and other circumstances necessitating reliable determinations of value. 

Our valuation services offered to family offices and high-net-worth individuals include:

  • Tax Planning and Compliance including valuations performed for trusts and estates, individual income tax, ​and corporate income tax matters. ​​​For more information, click here. 

  • Art Appraisal and Sales Advisory including  fine and decorative art, jewelry, classic cars and motorcycles, fine and rare wine and spirits, books and manuscripts, and other collectibles and personal propertyFor more information, click here. 

  • Tax Controversy Support including pre-audit consultations, written responses to IRS inquiries, supplemental expert valuation reports, representation at tax agency meetings, and expert witness testimonyFor more information, click here

  • Financial Reporting including valuations performed for Purchase Price Allocations (ASC 805), Goodwill Impairment Testing (ASC 350), Impairment Testing of Long-Lived Assets (ASC 360), Stock-Based Compensation (ASC 718), Fresh Start Accounting (ASC 852), Portfolio Company Valuations, and Intangible Asset Valuations. For more information, click here

  • Corporate and Succession Planning including valuations performed for strategic alternatives analysis, business divorces, minority partner and related-party transactions, dissenting shareholder transactions, buy-sell agreements, incentive and restricted stock plans​, and intrafamily and management successionFor more information, click here

CONTACT US

 ORANGE COUNTY, CA 

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SAN FRANCISCO, CA 

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SEATTLE, WA 

 DALLAS, TX 

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ATLANTA, GA 

NEW YORK, NY 

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