Unlock Tax Optimization with Valur
Valur empowers you to take control of your wealth through sophisticated tax planning strategies, made simple and accessible
Executive team
We insist on pedigree. Our core team hails from top law schools and law firms, brand-name Silicon Valley companies, key policymaking roles, and more.
Mani is the founder and CEO of Valur. He brings deep financial and strategic expertise from his prior roles at McKinsey & Company and Goldman Sachs. Mani earned his degree from the University of Michigan and launched Valur in 2020 to transform how individuals and advisors approach tax planning.
Peter leads Valur’s estate planning team. A graduate of Princeton and Yale Law School, Peter previously practiced at two leading global law firms, where he specialized in complex trust and estate strategies for high-net-worth individuals and families.
Jeff runs strategy at Valur and is a member of the founding team. He is a graduate of Stanford and Yale Law School. Before joining Valur, Jeff served in the White House Counsel’s Office and advised growth-stage companies as outside General Counsel.
Alex leads engineering at Valur. He was previously a founding engineer at Carta and Yearend, where he helped build category-defining financial infrastructure products. At Valur, he brings deep experience in building scalable, secure platforms for modern financial services.
Valur's mission
Valur was founded to confront the outdated and costly nature of advanced tax planning. As our Founder for an IPO, he experienced firsthand how difficult it was to access the sophisticated strategies used by the ultra-wealthy. Endless legal jargon, hefty upfront fees, and drawn-out meetings meant that even after substantial investment, the ultimate solution might not be the right fit.
We knew there had to be a better way. At Valur, we believe that everyone, not just the ultra-wealthy, deserves access to tax strategies that can significantly impact their financial future. We've harnessed the power of technology to break down these barriers, making it simple and seamless to identify, implement, and manage these hard-to-access tax-planning solutions. From picking the best strategy to taking care of all the setup and ongoing overhead, we make things simple.
Our platform empowers you to take control of your financial destiny, maximizing your wealth and securing your legacy for generations to come. And the results are real: We have helped create more than $3 billion in additional wealth for our clients.
What sets Valur apart
We're different, and proudly so.
Speed & efficiency
Our tech-powered platform automates the tax planning and strategy setup process, providing you with insights, recommendations, and actionable legal documents in a fraction of the time traditional methods would take.
Cost
No more exorbitant legal and administration fees even before you’ve seen any value. Valur offers a cost-effective approach to advanced tax planning: No fees for planning or implementation, and transparent annual administration fees after that.
Expertise
Our team of experts combines deep knowledge of tax planning strategy, a sophisticated, quantitative approach to strategy evaluation, and a personalized process to understand your unique financial goals and tailor solutions accordingly.
Valur is awesome. They’ve been great and I find them more knowledgeable than multiple full service law service firms I engaged with during exploration process
Valur helped us save significantly, shielding both management fees and carry. They made a complex process simple and fast. I highly recommend them.
"I continue to use Valur as my prime example of the power of usingsoftware to reduce complexity, and the consumer benefits that follow."
Valur is incredibly intuitive. With zero financial background, I figured out the right structure for me. The tools and support were excellent.
Thanks for the help with my client’s trust and the quick turnaround. Very impressive. The documents are thorough, and the portal outlines the next steps nicely
News and insights
We’re the most trusted source for tax planning insights in the industry. Get started with our most important writing.
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We're hiring!
Come work with us. Growing fast, remote friendly, and in it for the long haul.
Proven results and real impact
Our users have created hundreds of millions of dollars of additional gains with our tax-planning solutions. And they've been able to commit even more to charity
Reduce your tax bill — fast
Our team of experts will help you evaluate the most promising strategies in minutes.
