We provide advice on portfolio and asset valuation across a number of industries and markets. We recognize that equity valuation is a major issue for private companies and we provide an independent opinion that can be used as a reference to discuss and settle shareholders’ liquidity events.
Our approach helps organizations align strategy, processes and culture to the concept of value creation and facilitates discussions around these issues at both the shareholder and executive level.
The system addresses the following challenges:
- Shareholders do not have the proper tools to
analyze and compare the performance of their portfolio of assets
CORPORATE FINANCE
We develop a comprehensive understanding of our clients’ challenges through an in-depth and long-term relationship. This allows us to provide guidance for a broad range of strategic and corporate-finance issues.
WEALTH STRUCTURING AND INFRASTRUCTURE SUPPORT
Taking a client’s worldwide financial and non-financial assets into consideration, VALORA specializes in designing and implementing complex cross-border holding structures and providing ongoing infrastructure maintenance and support, all of which harmonizes global tax efficiencies as well as fiduciary, legal and accounting needs.
VALORA is an independent global provider of specialized fiduciary, fund administration, company management, entity maintenance and support, trust, and private client services.
Trustee Services:
- Private family trusts
- Business shareholding trusts
- Philanthropic trusts
- Private trust company shareholding trusts
Entity Management, Fund Administration and
General Administration Services:
- Private trust companies
- Family limited partnerships
- Private investment funds
- Private companies
Our range of services includes day-to-day fund accounting and accounts management services including NAV calculation, capital account management, capital call and distribution management, to preparing monthly, quarterly and annual financial statements that are compliant with the latest international financial reporting requirements.
VALORA’S Valuation Services:
- Shareholders do not have readily available fair-market-value estimations of their equity
- Private groups have limited tools to attract and
retain high-caliber talent in the long run without diluting participation
VALORA’S Performance Management Services:
- Performance Management Systems
- Long-term incentive programs based on Value Creation
- Value driven Corporate & Financial Strategy
TAX PLANNING
We assist businesses, individuals and organizations with tax strategy, planning and compliance, while delivering a wide range of business tax advisory services. We have a strong international network that we utilize to provide optimal tax planning and minimization on a global basis, allowing us to support clients both locally and globally.
Entity Incorporation, Formation and
Administrative Maintenance Support Services:
- Incorporation of companies
- Formation of partnerships
- Establishing Private Trust
- Companies and Foundations
- Share registration and
transfer agency
- Providing corporate
directors and/or other
relationship services
- Providing individual
directors
- General supporting services
Multi-asset Accounting Services:
- Consolidated trust/company accounting
- Partnership accounting
- Fund net asset value calculations
- Accounting and bookkeeping under all international accounting standards