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SRR welcomes Managing Director Carsten Hoffmann to its Trust & Estate Valuation Services practice


News provided by

Stout Risius Ross, Inc.

Aug 02, 2016, 10:40 ET

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CHICAGO, Aug. 2, 2016 /PRNewswire/ -- Stout Risius Ross, Inc. (SRR), a global advisory firm specializing in Investment Banking, Valuation & Financial Opinions, and Dispute Advisory & Forensic Services is proud to announce that Mr. Carsten Hoffmann has joined the firm as a Managing Director, co-head of the Trust & Estate Valuation Services practice, and head of its new Irvine, California office.

Mr. Hoffmann has more than two decades of valuation expertise and is a highly regarded expert on a range of complex valuation issues related to estate and gift tax, income tax, litigation support and dispute resolution – including the quantification of discounts for lack of control and lack of marketability pertaining to business and real property interests.  As a leader in the valuation industry, Mr. Hoffmann has testified in U.S. Tax Court as a valuation expert, has authored numerous articles, and regularly presents on valuation issues nationally.  

"We are thrilled to welcome Carsten to our firm," said Craige Stout, Chairman and CEO of SRR.  "He is highly regarded in the trust and estate community and has a proven track record of building lasting relationships with clients. His expertise will be an invaluable asset to our clients and his leadership will help us continue to grow our Trust & Estate Valuation practice."

Prior to joining SRR, Mr. Hoffmann was a Managing Director of FMV Opinions, where he managed the national valuation group, as well as the operations of the Irvine, California office.

Mr. Hoffmann received his Master's degree in Business Administration and his Bachelor of Arts degree in German and English from the University of California, Irvine. Mr. Hoffmann is a Senior Appraiser of the American Society of Appraisers and a Trust and Estate Practitioner. He holds active memberships in Young Presidents' Organization and the Orange County Estate Planning Council. Mr. Hoffmann is a Series 63 and 79 Registered Securities Representative.

About SRR's Trust & Estate Valuation Services practice

SRR has built the premier Trust & Estate valuation services practice in the United States providing the following services: valuation of closely held business and real estate interests, FLP/LLC valuation discount studies, carried interest valuation, complex security valuation, restricted stock and blockage discount opinions, promissory note valuation, valuation of undivided interests in real estate, valuation of intellectual property, tax controversy consulting and expert testimony.  Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness on complex financial matters.  For more information, visit www.SRR.com, follow us on Twitter @StoutRisiusRoss and/or connect with us on LinkedIn.

SRR is a trade name for Stout Risius Ross, Inc. and Stout Risius Ross Advisors, LLC, a FINRA registered broker-dealer and SIPC member firm.

SOURCE Stout Risius Ross, Inc.

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