FAMILY OFFICE - Validus Capital

FAMILY OFFICE

Supporting the Evolution
of Your Family Legacy

Validus Capital is located at the epicenter of successful entrepreneurs and multi-generational families as they navigate the challenges and complexities of wealth. We serve as the launching point and hub for family initiatives and we are positioned at the intersection of a family’s various advisors and professionals.

Through our dedicated culture of service and network of trusted partners, our clients have direct access to the expertise required for impactful decision making.

Wealth Planning

Portfolio Structuring

We avoid generic models to construct handcrafted and tailored portfolios that suit our clients unique and evolving financial goals.

Objective-Based Modeling

We incorporate goal-based modeling to create personalized financial plans that align with our clients’ unique and evolving goals. This helps our clients understand the tradeoffs between financial decisions and make informed choices that prioritize their long-term objectives.

Estate Planning

Our team provides comprehensive estate planning services to help clients protect their assets and ensure that their wealth is transferred according to their wishes. We work closely with our clients and their legal and tax advisors to develop customized estate plans that reflect their unique needs and goals.

Family Legacy

We understand the importance of establishing your family’s legacy and offer comprehensive governance to help clients plan for the future. Our team provides tailored solutions to manage intergenerational wealth transfer, ensuring that our clients’ legacies are preserved, and their values and traditions are passed down to future generations.

Holistic Wealth Planning

Our holistic wealth planning strategies aim to create comprehensive financial plans that account for a client’s entire financial situation, including goals, risk tolerance, tax implications, liquidity needs, estate planning, and more.

Philanthropy

We understand that philanthropy can be a crucial part of family legacies. We develop our philanthropic advisory services to help clients maximize the impact of their charitable giving.

Business Opportunity Evaluation

We evaluate business opportunities by conducting thorough due diligence, assessing potential risks and rewards, and providing advanced analysis to help our clients make informed investment decisions.

Accounting Services

We offer comprehensive support for the accounting needs of high-net-worth individuals and families to provide a clear picture of your family’s financial situation and collaborate with your administrative team to ensure tax efficiency when planning for the future.

Family Office Services

Wealth Transfer

We understand that preserving and transferring wealth to future generations is a top priority for many of our clients. Our team provides comprehensive wealth transfer solutions tailored to each client’s unique situation aimed to efficiently protect and grow assets over a long period of time.

Tax Strategy

Our team takes care to ensure that clients efficiently navigate complex tax regulations and optimize their tax position. Our professionals work closely with clients to develop personalized strategies that minimize tax burden while remaining compliant with all relevant laws and regulations.

Estate Settlement

Our estate settlement services include managing the distribution of assets, settling outstanding debts and taxes, and providing guidance to beneficiaries throughout the process. We work closely with legal and tax professionals to ensure a seamless transfer of wealth to the next generation.

Trust Administration

We take care to manage trust assets, distributing income and principal and ensuring compliance with legal requirements. We provide personalized guidance and support to trustees, beneficiaries, and other involved parties to ensure the effective administration of client trusts.

Accounting Services

Bill Pay

Our bill pay service streamlines clients’ financial lives by consolidating bills and managing payments on their behalf. Our secure and convenient platform makes it easy to track payment history and maintain control over finances.

Personal Accounting

Our family office accounting team takes a holistic approach to managing clients’ personal finances, including budgeting, bill paying, and tax planning. We work to develop a customized plan that aligns with long-term financial goals.

Entity Accounting

Our accounting team offers tailored entity accounting services to meet the unique needs of businesses, trusts, and estates. From bookkeeping and financial reporting to tax planning and compliance, we provide comprehensive support to meet complex financial needs.

Consolidated Reporting

We provide a comprehensive view of clients’ financial picture in one place. Our experienced team has leveraged technology and reporting tools to manage complex financial affairs efficiently, giving peace of mind and control over finances.