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ESTATE AND GIFT TAX VALUATIONS

Guiding families through the intricacies of business and securities valuation

Houlihan Lokey has one of the largest and most established business and securities valuation practices of any firm worldwide. We have provided education, guidance and valuation services to a long list of clients, including Forbes 400 families and top tax lawyers in the United States.

Our estate and gift tax valuation team provides the following services:

  • Valuations of interests in closely held businesses or other securities
  • Discount studies for partnerships or other estate planning vehicles
  • Consulting services to enhance the design of securities for gifting or estate planning
  • Litigation support and expert witness testimony for tax appeals or tax court matters

Estate and Gift Tax Valuation Contacts

E.W. (Sandy) Purcell
Senior Managing Director
Max Ziff
Managing Director

 
It is not known whether the listed clients approve or disapprove of Houlihan Lokey or the advisory services provided.

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T   United Kingdom +44 20 7839 3355
T   France +33 1 53 43 38 00
T   Germany +49 69 25 624 60
T   United States +1 800 788 5300
T   Hong Kong +852 3551 2300
T   Japan +81 3 4577 6000
T   China +86 10 6587 4900
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