Valuations for HNIs & Family Offices

Name: Valuations for HNIs & Family Offices
Brand: Transaction Capital LLC
Rating: 4.9 (1519 reviews)

At Transaction Capital LLC, we provide independent, audit-defensible valuations for high-net-worth individuals (HNWIs) and family offices seeking complete visibility into their wealth.

Our credentialed valuation professionals (ABV®, ASA®, CVA®, MRICS®) deliver precise, compliant assessments across private businesses, real estate portfolios, luxury collections, digital assets, and alternative investments—all handled with the highest level of confidentiality.

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Trusted by Global Family Offices & Entrepreneurs

For over a decade, we have helped founders, investors, artists, athletes, and business families understand, manage, and protect their total net worth. Every valuation is designed to meet IRS, AICPA, USPAP, and IVS standards—accepted by auditors, attorneys, and private wealth advisors worldwide.

15+

Years of Experience

Decades of proven expertise in delivering accurate, audit-ready valuations.

2500

Successful Projects

A track record of precision and reliability across diverse industries.

Our Valuation Expertise Includes

Private Business & Startup Investments

Accurate valuations for privately held companies and startups, reflecting market potential, growth prospects, and investor returns.

Real Estate & Global Property Portfolios

Data-driven valuations for residential, commercial, and cross-border property holdings, ensuring transparent asset assessment.

Sports, Entertainment & Personal Brand Valuations

Valuing celebrity brands, athlete contracts, and entertainment rights to measure commercial potential and brand equity.

Intellectual Property & Music Royalties

Comprehensive valuations of patents, trademarks, copyrights, and royalty streams to capture true economic value.

Fine Art and Collectibles

Specialized appraisals for art, antiques, and rare collectibles—guided by provenance, authenticity, and current market demand.

Exotic & Lifestyle Assets

Expert valuation of high-value assets such as luxury cars, yachts, jewelry, and other bespoke lifestyle investments.

Why Wealth Valuation Matters?

Valuation forms the foundation of strategic wealth management. It empowers high-net-worth individuals and family offices to:

Plan Tax-Efficiently
Support estate, gift, and capital gains filings with IRS-compliant valuations.
Manage Risk
Ensure proper insurance coverage for unique and illiquid assets.
Measure Portfolio Performance
Track net worth growth across traditional and alternative assets.

Enable Succession
Establish fair distribution of family wealth and prevent inheritance disputes.
Enhance Liquidity Decisions
Identify opportunities for asset restructuring, sale, or financing.

Our Approach

Consultation

Confidential Consultation

Understand portfolio structure and valuation objectives.

Analysis

Data Collection & Analysis

Review financials, market data, and supporting documents.

Valuation

Valuation Modeling

Apply multiple methodologies (Income, Market, Cost) under global standards.

Review

Independent Review & Certification

Ensure audit-defensible compliance with IRS and USPAP requirements.

Delivery

Final Report Delivery

Receive a signed, fully documented valuation report accepted by auditors and regulators.

Family Office & Succession Valuations

Inter-generational wealth transfer requires precision and trust. We perform certified business valuations to support succession planning, inheritance distribution, and partner buyouts.

Our reports align with U.S. and international legal frameworks, including jurisdictions following Sharia-compliant inheritance laws, ensuring transparency and equity across heirs.

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