Ad Valorem Advisors
Tribal Trust & Sovereign Entity Services
Tribal trusts and sovereign structures are critical tools for protecting tribal assets, exercising self-governance, and building long-term economic security.
Whether you're forming a new structure or need reliable oversight of existing tribal assets, our team brings strategic experience and cultural respect to every engagement.
Our Tribal Services Include:
Tribal Trust & Entity Formation:
We assist in forming tribal trusts, Section 17 corporations, and other sovereign entities — structured for compliance, asset control, and intergovernmental recognition.
Pricing: Custom quoted based on entity type, tribal status, and governing needs.
Trustee & Administrative Services:
Need a professional third-party to manage assets or serve as an administrative trustee?
We offer oversight, reporting, and fiduciary care in alignment with tribal values and governance protocols.
Pricing: Custom quoted based on scope of management and structural requirements.
Whether your goal is land stewardship, revenue protection, or intergenerational planning, our services are built to reinforce your tribe’s autonomy, continuity, and economic power.
FAQs
What types of tribal entities can you help form?
We assist with tribal trust structures, Section 17 corporations, and custom tribal holding companies. Each is developed to fit your tribal charter, sovereignty needs, and jurisdictional requirements.
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Can non-tribal professionals serve as trustees or administrators?
Yes, with tribal consent. Our role is to support — not override — tribal control. We work under the direction of tribal councils or designated officials, and our authority is clearly limited to what’s granted by tribal agreement.
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Do you work with state or federal agencies during formation?
When necessary, yes. We coordinate filings and compliance efforts with the Bureau of Indian Affairs, IRS (for EIN and tax-exempt entities), and state agencies, always ensuring your tribe’s sovereign status is protected throughout.
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Ad Valorem Advisors is not a law firm, CPA firm, or licensed financial institution. We act as advocates and consultants, and we collaborate with licensed professionals where appropriate to support client outcomes.