Trust and estate matters require careful, independent financial analysis to ensure intentions are honored and obligations are met. We work with attorneys, family offices, and estate and trust advisors to value closely held businesses for estate tax, gifting, and transfer purposes. We recognize that each situation is unique, and we tailor our approach accordingly.
Our Trust & Estate Services
Our trust and estate valuation services are grounded in deep business valuation expertise. We value closely held business interests for gifting, estate and tax reporting, and succession planning, delivering clear, well-supported conclusions that withstand scrutiny. Our work is relied upon by attorneys, fiduciaries, and families to support thoughtful wealth transfer decisions and effective estate administration.
We provide forensic accounting services in trust and estate matters, analyzing financial records to identify irregularities, trace assets, and clarify complex accounting issues. Our work helps fiduciaries, beneficiaries, and counsel understand the movement of funds and resolve questions related to entitlement, management, and distribution.