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Valkyrie Private Wealth Management
Valkyrie Private Wealth Management is a state-registered investment adviser with $48 million in regulatory assets under management. The firm has 1 employee...
Overview
Valkyrie Private Wealth Management is a state-registered investment adviser with $48 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It manages $48 million on a discretionary basis.
General information
Firm type
Multi Family Office
Frequently asked questions
What is Valkyrie's service model for family governance?
Valkyrie acts as a family CFO, handling consolidated performance reporting, bill payment, estate administration, and financial literacy for multiple generations. The firm designs and facilitates family meetings, governance charters, and philanthropic entity management, ensuring that wealth-transfer strategies are implemented across trusts, foundations, and operating entities without fragmentation.
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