At Valiant Wealth Strategy Services, we protect and grow wealth for high-income earners, entrepreneurs, and families with $1M+ annual income or $3M+ net worth.
Legacy Tax Advisors
We combine elite tax lawyers, corporate attorneys, and the resources of two nationally recognized law firms — Centarus Legal Services, PC, a corporate and securities law firm, and Exemplar Companies, PBC, a business, legal, and tax strategy firm — to deliver a multifamily tax strategy, tax controversy, and multifamily office strategies.
Our partnership with Centarus and Exemplar further solidifies our position of strength. Under the Centarus – Exemplar network, legacy tax advisors is linked to a larger community of legal, financial, and strategic professionals, enabling us to provide holistic, multidisciplinary services. This partnership increases our capacity to assist clients with comprehensive solutions that transcend traditional consulting — providing not only advice, but tangible results and quantifiable impact.
Tier 1
High-income earners with growing complexity (surgeon, law partner, small business scaling)
Income/Net Worth Threshold: $300K income OR $1M excluding home
Valiant Offering
Multi-entity entrepreneurs, executives with equity compensation, investors
Tier 2
Income/Net Worth Threshold: $1M to 5M income OR $5M to $15M net worth
Valiant Offering
Established business owners, families with generational wealth planning needs
Tier 3
Income/Net Worth Threshold:$5M+ annual income OR $15M to $50M net worth
Valiant Offering
Proactive, high-value planning to minimize taxes and maximize wealth.
At this level of success, tax planning is no longer optional. For entrepreneurs, executives, and families earning $1M+ annually, the difference between ordinary planning and strategic planning is measured in millions preserved for the next generation.
Valiant’s tax lawyers and corporate advisors bring a forward-looking approach to minimize liabilities, optimize entity structures, and unlock sophisticated tools like trusts, equity-comp planning, and charitable structures.
The Valiant Advantage:
Your IRS Defense Shield
An IRS audit, dispute, or controversy isn’t just about money — it’s about protecting your reputation, your business, and your family’s future. Most firms either do tax strategy or IRS defense. At Valiant, we do both.
Our tax attorneys bring decades of combined experience in IRS negotiations, audit representation, and dispute resolution. Unlike firms that outsource this work, we keep it in-house — because your defense should be built by the same team that designed your strategy.
The Valiant Advantage:
Family Office Benefits Without the $50M Gate
Most “family office” solutions are reserved for families with $50M–$100M in net worth. That leaves successful entrepreneurs and affluent professionals underserved — forced to piece together tax, estate, and investment planning across multiple advisors.
Valiant changes that. We deliver a multifamily office experience designed for families at the $1M+ income / $3M+ net worth level, combining tax strategy, estate planning, investment coordination, and philanthropic structures into one integrated service.
The Valiant Advantage:
Proactive, high-value planning to minimize taxes and maximize wealth.
Trusted IRS defense and dispute resolution.
Holistic integration of tax, estate, and investment planning.
Backed by Centarus and Exemplar, we bring multidisciplinary expertise to every engagement.
We serve clients at the $1M+ level — sophisticated enough for elite planning, accessible enough to build real relationships.
We don’t just create strategies. We defend them, protect families against IRS disputes, and integrate long-term wealth goals.
— your first step toward protection and lasting wealth optimization.
