In conjunction with tax, trust, and estate attorneys, wealth managers, and registered investment advisors, Astrina provides IRS-compliant valuation opinions for estate planning, charitable giving, donations, and bequeaths. We are experts in appraising private securities, closely-held corporations, and family limited partnerships. We write expert tax valuation opinions with a fiduciary standard of care, which can withstand potential IRS scrutiny and/or intra-family estate disputes. We presently work with private wealth groups of bulge bracket investment banks and several large family wealth managers.
Complex and Contested Valuations™
Complex and Contested Valuations™