Responsibility,clearly defined.
Every matter is different. That is why we agree the scope of our work individually – with a clear purpose and traceable tasks.
Fiduciary services
From a single assignment to an ongoing mandate: we take on fiduciary tasks with a clear purpose and traceable steps.
- 01 Fiduciary MandatesTaking responsibility. Keeping the mandate in view.
- 02 Fiduciary AdministrationManaging what is entrusted with care and clear instructions.
- 03 SettlementBringing agreed steps to an orderly conclusion.
- 04 Document ManagementKeeping records so that connections remain clear.
- 05 Control & ReportingAn overview of status, next steps and open items.
- 06 Special MandatesA clear framework for a particular fiduciary task.
Escrow services
In an escrow mandate, you deposit money, rights or documents with Valoris as a neutral party. They are released only once the agreed conditions have been verifiably met.
- 01 B2B EscrowSecure settlement of transactions between companies.
- 02 B2C EscrowTrust between providers and private customers.
- 03 M&A EscrowGuiding corporate transactions to an orderly closing.
- 04 Investment EscrowSecuring investments until all conditions are met.
- 05 Fundraising EscrowFunding rounds with a clear minimum threshold.
- 06 Currency EscrowInternational transactions with defined payment routes.
- 07 Crypto EscrowClearly regulated transactions with digital assets.
- 08 Software EscrowDepositing source code, securing operations.
- 09 IP EscrowDepositing intellectual property securely.
The scope followsyour actual needs.
Individual tasks can be combined in one mandate – for example fiduciary administration with ongoing reporting, or an escrow mandate with an orderly handover of documents. In our conversation, we clarify which combination makes sense for your matter and can be taken on.
Purpose, responsibilities, information channels and timeframe are recorded before we start. We discuss any changes together before they are implemented.
Valoris provides fiduciary and escrow services exclusively. Tax advice, legal advice, accounting, payroll and general management consulting are not part of our offering.
Your matter deserves a personal conversation.
Tell us about your project. Together we will define the right mandate framework – by phone at +49 30 921 06 105 or by email.
Discuss your mandate No-obligation introduction