Schedule

Client Tier

Customized services designed to fit the needs of clients at every level.

Our tiered approach ensures you receive precisely the level of service and sophistication your wealth requires.

Tier 1

Developing Wealth

High-income earners with growing complexity (surgeon, law partner, small business scaling)

Income/Net Worth Threshold:$300K income OR $1M excluding home

Valiant Offering

  • General Counsel
  • Services
  • CFO Services
  • Tax Defense
  • Tax Strategy

Tier 2

Affluent Families

Multi-entity entrepreneurs, executives with equity compensation, investors

Income/Net Worth Threshold: $1M to 5M income OR $5M to $15M net worth

Valiant Offering

  • General Counsel
  • Services
  • CFO Services
  • Tax Defense
  • Tax Strategy
  • Asset Protection
  • Generational Wealth
  • Transfer Strategies

Tier 3

Strategic Legacy Builders

Established business owners, families with generational wealth planning needs

Income/Net Worth Threshold: $5M+ annual income OR $15M to $50M net worth

Valiant Offering

  • General Counsel
  • Services
  • CFO Services
  • Tax Defense
  • Tax Strategy
  • Asset Protection
  • Generational Wealth
  • Transfer Strategies
Talk with Valiant about your strategy

Schedule a confidential strategy session with Valiant today

— your first step toward protection and lasting wealth optimization.

Schedule a Confidential Strategy Session