Valhalla Business Advisors serves family owned businesses who have objectives, within the ownership group, to persist ownership through legacy.  Valhalla partners with these families and other advisors to bring professionalism, competency, and strategic solutions to accomplish these family’s financial and planning objectives.

Valhalla partners with a network of legal, tax, insurance, and financial professionals to supplement the planning team in place.  In this spirit of collaboration, Valhalla is positioned to provide analysis and planning ideas around topics of wealth transfer, asset protection, and tax-minimization involving strategies including, but not limited to:

• Trust-owned life insurance (e.g. ILIT)
• Premium financing arrangements
• Intergenerational Split Dollar

Of course, these plans and strategies always involve contexts of other planning, which oftentimes includes gifting strategies, durable power of attorney, and health care power of attorney.  In certain instances, clients also implement Family Limited Partnerships (FLP), Charitable Lead Trusts (CLT) or Charitable Remainder Trusts (CRT), and other trusts (e.g. Qualified Personal Residence Trust, Grantor Retained Annuity Trust, Generation Skipping Trust, and Dynasty Trust.)

It is the goal of Valhalla Business Advisors to position as a primary, trusted advisor to clients, and to build long-term relationships across all levels of client organizations, and the owners of the enterprises (across all generations!)  By seeking to add value broadly and constantly, we believe our business interests will be served and clients will be highly satisfied (and refer us to other prospective clients!)

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