With us,
it’s personal

At Valora, we deliver personalized advisory services with a human touch. In everything that we do, our comprehensive, customized offerings are built from true partnerships with our clients.

Unlocking value with precision to identify and analyze every aspect of client holdings

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Providing precise metrics and analysis to optimize investment outcomes and ensure compliance

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Delivering seamless service no matter where clients operate, today, and in the future

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Bringing a custom, white-glove approach to fund services

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Offering cross-border support to help manage and maintain entities worldwide

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Solutions meticulously crafted to fit the specific needs of each client

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The Power of Our Partnership

We’ve been called faster, more detailed, more agile and a greater value than other global firms. But what do we value most? We’re consistently called true ‘partners.’

That’s how our expertise can push beyond the numbers, offering richer insights and a level of individualized attention and solutions that are central to our becoming our clients’ most trusted resource.

The Partners at Valora then are exactly that – partners, with our clients, in any and every aspect of their investment needs.

Offering benefits beyond services that are customized, flexible, and innovative.

We give clients our word.
But their words say it best.
“It’s about the relationship.”

There’s a trust that’s been built around what they do and how they handle themselves. They care intimately about the success of their work.

Chief Investment Officer
Client of 5 years
“I love working with Valora.”

I like the way they think. You sit down, you talk to them, and then 30 minutes later, you’re engaged. A month later, you receive a report and there’s an answer. There is nothing that is not thoughtful.

Elias Esber
Client of 13 years
“Valora has become a Swiss army knife for us.”

Because of their background as strategy consultants and deep experience working with other family offices, they are able to be a multifunctional resource and true thought partners. They are sophisticated, reliable, trustworthy, flexible, accommodating to our needs and extremely generous with their time and expertise.

Reynaldo Gonzalez Pantaleon
Cuestamoras
Client of 10 years
“Valora’s flexibility to take different valuation approaches puts auditors at ease.”

Working with them is a lot easier and very effective. They save us a tremendous amount of time and anxiety.

Brenda Marex
Chief Financial Officer, New Science Ventures
Client of 11 years
“It’s about the relationship.”

There’s a trust that’s been built around what they do and how they handle themselves. They care intimately about the success of their work.

Chief Investment Officer
Client of 5 years
“I love working with Valora.”

I like the way they think. You sit down, you talk to them, and then 30 minutes later, you’re engaged. A month later, you receive a report and there’s an answer. There is nothing that is not thoughtful.

Elias Esber
Client of 13 years
“Valora has become a Swiss army knife for us.”

Because of their background as strategy consultants and deep experience working with other family offices, they are able to be a multifunctional resource and true thought partners. They are sophisticated, reliable, trustworthy, flexible, accommodating to our needs and extremely generous with their time and expertise.

Reynaldo Gonzalez Pantaleon
Cuestamoras
Client of 10 years
“Valora’s flexibility to take different valuation approaches puts auditors at ease.”

Working with them is a lot easier and very effective. They save us a tremendous amount of time and anxiety.

Brenda Marex
Chief Financial Officer, New Science Ventures
Client of 11 years
Valora in the News
February 10, 2025
Sustaining Family Legacies:

What Family Enterprises Can Learn from Asset Management Firms

Source: Family Firm Institute

Isabella Otero, PhD, discusses the benefits available to clients who consider management of the family firm holistically, approaching it as a diversified portfolio rather than a single business.
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January 8, 2025
Valora Expands to the Research Triangle:

Strengthening Partnerships, Driving Growth

By Luis de Leon

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December 18, 2024
Andersen Global Expands Capabilities with Addition of Valora

Source: Business Wire

Andersen Global continues to broaden its service offerings through a Collaboration Agreement with Valora, an independent firm specializing in providing custom solutions for both private and institutional clients globally.
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October 2, 2024
Innventure LLC and Learn CW Investment Corporation Announce Closing of Business Combination

Source: GlobeNewswire

Innventure Common Stock Expected to Begin Trading on October 3, 2024, on the Nasdaq Global Market Under Ticker Symbol “INV”
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us personally
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