Private Wealth Asset Management and Family Office Services

Financial Administration. Reporting and Expense Tracking. Key Personnel Outsourcing.

Valor Private Wealth serves Family Offices by allowing them to focus on their most important priorities. We provide family offices with asset management in complex assets, including, financial administration and reporting, expense tracking, bill payment, document management and outsourcing of key personnel.

Financial Administration and Reporting

Valor provides full financial administration and reporting, including full financial statements, cash flow statements, rolling 12-month reports, charitable giving reporting, detailed holdings reports and annual financial summaries. Valors team helps families know exactly what they own and if they are being paid correctly on it.

Key Personnel Outsourcing

We have a team of professionals that can staff all of your administrative and accounting needs. We can help you focus on what is most important to you, your family legacy. Our accounting and administrative professionals can help provide your family with key personnel needs.

Document Management and Expense Tracking

Valor employs enterprise-level technology that allows families to have full document management. Anything you need, at any-time, is available at your fingertips. We help you track all of your expenses and help provide a budget and expense tracking reports.

Contact Valor
Our Address

Corporate Office:
6300 Ridglea Place, Suite 950
Fort Worth, Texas 76116-5704

Midland Office:
505 North Big Spring, Suite 401
Midland, Texas 79701

Mailing:
PO Box 470578
Fort Worth, TX 76147

Call Us

(817) 370-0612


Email

Email Valor

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