Family Offices
Independent Valuation and Advisory for Family Offices Managing Closely Held Assets and Complex Wealth Structures
Family offices often hold significant wealth in closely held business interests, private investments, and other illiquid assets that require independent, credible valuation for estate planning, gifting, tax compliance, and succession purposes. Houlihan Capital provides the analytical depth and documentation family offices and their advisors require, delivered by senior professionals with direct experience across these asset classes.
We work alongside existing legal, tax, and wealth management relationships, providing specialised valuation expertise without displacing the advisors already serving your family.
Clients Served
Valuation Opinions Delivered
Valuation Projects
What We Do
How We Support Family Offices
Tax Compliance / Planning
Independent valuations for estate and gift tax reporting, succession planning, and buy-sell agreements, structured to support IRS review.
Portfolio Valuation / Fair Value
Fair value reporting for family office investment portfolios including private equity, venture capital, and alternative asset holdings.
M&A Advisory
Sell-side and buy-side advisory for family offices managing closely held operating businesses through ownership transitions or strategic transactions.
Business Valuation & Planning
Independent enterprise valuations providing a clear, credible view of closely held business interests for strategic planning, succession, and advisory purposes.
Why Houlihan Capital
A Trusted Partner for Complex, Multi-Generational Wealth
Houlihan Capital works alongside the advisors already serving your family, providing specialised valuation expertise that supports long-term planning and governance without displacing existing relationships.
Referral-Friendly by Design
We work alongside attorneys, CPAs, and wealth managers without displacing existing relationships, staying in our lane while delivering the specialized analytical expertise your family’s situation requires.
IRS-Supportable Methodology
Our estate and gift tax valuations apply consistent, well-documented methodology aligned with applicable IRS standards, providing a supportable basis for tax compliance and succession planning.
Senior-Level Engagement
Direct access to experienced valuation professionals who understand the complexity of multi-generational wealth structures and can work alongside your legal and tax advisors throughout the engagement.
Strategic Insights
Guidance for Family Offices and Their Advisors
Need independent valuation support for your family office?
Speak with an advisor about your specific situation.