Estate & Gift Tax Valuations

The Go-To-Firm For Estates Over $20 Million

For over 30 years, SP&H has been providing estate and gift tax valuations to large estates holding significant business and real estate investments. Our clients include prominent high net worth families as well as Fortune 500 executives.

A Partial List of Our Significant Estate And Gift Tax Clients

• Aerospace pioneer, film producer, film director and entrepreneur

  Estate Net Worth: $2.5 billion.

• Southern California real estate developer and investor

  Estate Net Worth: $300 million.

• Northern California real estate developer and investor

  Estate Net Worth: $150 million.

• Founder of major private equity firm in Southern California

  Estate Net Worth: $120 million.

• C-Level Executive in Fortune 200 mass media company

  Estate Net Worth: $75 million.

• Several owners of the national upscale full-service hotel chain

  Estates' Net Worth Range: $20 to $30 million.

• Shareholders in national automobile rental company ranked within the top 30 largest private companies in the U.S. 

  Estates’ Net Worth Range: $15 to $30 million.

• Family office with business interests in 60 gasoline service stations in Southern California and extensive residential real estate holdings 

  Estates Net Worth: $60 million.

We have extensive experience providing excellent service for complex large estates. The principals of Sanli Pastore & Hill have built a strong track record of valuation opinions that withstand court, Securities and Exchange Commission (SEC), and Internal Revenue Service (IRS) scrutiny.