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Our Philosophy

We are a business management firm with a superior reputation in the entertainment, financial, and business communities. Our office functions as a modern family office, promising privacy and oversight for your investments and reporting, all accounting services, and general lifestyle management. We have earned our reputation by implementing management strategies which simplify our clients' businesses and lives.

We provide you with a full spectrum of services that rise above what many other financial firms offer. In addition to estate and business management, we also provide an array of concierge services, making certain that many mundane and monotonous tasks are no longer your responsibility. Our firm is structured to provide personalized, responsive and quality service. Most importantly, we strive to define and implement your long term goals by developing strategies and working with our superior team of bankers, lawyers, investment advisers and insurance agents.

We are certain that with our knowledge, dexterity, and care, you will benefit directly. At Valta we truly value our client relationships. Supported by a fresh perspective and a traditional work ethic, we believe that your success determines our own.