What we do
We make it easy to make the tax code work for you. We have built technology to make sure everyone has access to the tax- and financial-planning tools that used to be available only to billionaires.
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We make it easy to make the tax code work for you. We have built technology to make sure everyone has access to the tax- and financial-planning tools that used to be available only to billionaires.
OUR STORY
I founded Valur while preparing for an IPO and living in San Francisco. Like most people in my position, I had heard the stories of billionaires avoiding taxes, and I had a simple ask: “What can I do to protect my hard-earned gains?” I was surprised that it wasn't easy to find a solution (never mind that the solution offered might not even be the best one). I was told that it would cost five figures up front and I'd have to have months of informational meetings with lawyers, and then there would be expensive ongoing payments to trust administrators. Somehow, technology had not made it any easier or cheaper to access these solutions.
What we're doing
No commitment, low cost (and nothing up front!). With Valur we setup your trust agreement and accounts for no cost and once you move your assets into your trust, we charge a low flat fee and a fraction of a percent of assets under management.
Legacy service providers (read: lawyers and accountants) charge tens of thousands of dollars for sophisticated tax planning, and they demand the money up front. If the plan they draft doesn't end up working for you, you're out of luck.
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Tech-enabled speed and accuracy. Our proprietary software gets you set up in a matter of hours or days unlike typical lawyers who often take 4-8 weeks from initial contact before you're able to move your assets into your trust.
We're with you for the long term. Other providers will draft a trust for you and might help you set up a trust account. We will do that and handle all the ongoing trust administration from regulations governing trust investments, trust specific accounting rules and tax filings.
in additional gains created with tax-planning trusts, renewable energy tax credits, and more
in charitable contributions facilitated with charitable trusts
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