What we do · Family office
One family plan. The right professionals at one table.
Valla connects your investments with the tax, estate-planning, and legal work that protects the people and priorities behind them.
The problem
Good professionals can still leave you doing the coordinating.
Your investment advisor, accountant, and estate attorney may each be excellent at their work. But when they work from different assumptions, tax opportunities get spotted too late, estate documents drift away from account titles, and the family becomes the messenger between experts.
How Valla works
We bring the right people into one conversation.
Valla maintains relationships with leading Chicago-area accounting firms, estate-planning attorneys, and other legal specialists. We coordinate their work around your living financial plan, share the information they need with your permission, and track the decisions that cross disciplines. They provide the tax and legal advice; we make sure it connects to the rest of your financial life.
What you get
Specifically.
One family plan shared across investment, tax, estate, and legal decisions Direct coordination with your existing accountant and attorneys, if you already have the right team Introductions to carefully selected Chicago-area specialists when a gap needs to be filled Meeting preparation, document gathering, and follow-through so advice turns into action Estate plans, account ownership, beneficiary choices, and gifting strategies reviewed together Recommendations based on fit—Valla does not accept referral fees from outside professionals
Frequently asked questions
The questions people ask us. And the ones they don’t.
The one nobody asksIs Valla giving me tax or legal advice?
No. Your accountant and attorneys provide tax and legal advice. Valla provides financial planning and investment advice, coordinates the work with your permission, and helps make sure each professional is solving for the same family plan.
Do I have to replace my CPA or estate attorney?
No. If you already trust your professionals, we work with them. Family-office coordination is about connecting good advice, not replacing a relationship that already works.
The one nobody asksWhat if I need a specialist I do not have?
We can introduce professionals from our network of leading Chicago-area accounting, estate-planning, and legal firms based on the work your plan requires. You choose whom to hire, and you engage and pay that professional directly.
The one nobody asksDoes Valla receive referral fees?
No. We do not accept referral fees from accountants, attorneys, or other outside professionals. An introduction is based on the needs of the plan and the professional’s fit for the work.
What does coordination actually look like?
With your permission, we prepare the relevant financial information, join planning meetings, clarify who owns each next step, and track implementation. You stay informed without having to relay every detail between advisors.
Can this include multiple generations or a family business?
Yes. The family plan can account for parents, adult children, trusts, charitable goals, and a closely held business. The professionals involved depend on the decisions your family actually needs to make.
The one nobody asksIs this a separate service with a separate bill?
Valla’s coordination is part of the advisory relationship. Accountants, attorneys, and other outside professionals are separately engaged by you and charge for their own work.
Who this is for
Families whose investments, taxes, estate plan, business interests, or multigenerational decisions have outgrown a collection of separate conversations.
Bring the whole picture into one room.
30 minutes. No pitch. We’ll tell you if we’re not the right fit.