HNW Individuals
- Gift and Estate Reporting
- Charitable Contributions
- Marital dissolution
- Establishing tax basis
Oxford Valuation Partners works with individual clients on a range of valuation projects This can include valuations in the context of setting up a trust or other estate planning, charitable contributions for tax purposes, martial dissolution and other contexts where the establishment of a tax basis is needed. Irrespective of the characteristics of your holdings and context, we will work closely with you to ensure that you receive highly tailored and expert advice. We work with our clients to meet their advanced valuation needs rapidly and cost effectively.
Oxford Valuation Partners HNW Individual Valuation Services
- Gift and Estate Reporting
- Charitable Contributions
- Marital dissolution
- Establishing tax basis
We can also assist individual investors with VC/PE fund investments who are seeking options for liquidity or would like to get out of an investment.