Real Estate
Providing custom real estate investment solutions for high-net-worth clients. Emphasizing diversification and personalized strategies for tax mitigation, wealth enhancement and protection. Our expertise includes guiding investors, whether passive or active, in selecting suitable investment vehicles such as 1031 DSTs, TICs, QOFs, REITs, and LPs. We ensure each choice aligns with the individual's objectives and optimizes their financial portfolio.
1031 Exchanges
Discover how to leverage 1031 exchanges to enhance your investment portfolio and secure your financial future.
1033 Exchanges
Explore the ways to leverage the 1033 Exchange in real estate. Discover how you can defer taxes and enhance your investment strategy.
Delaware Statutory Trusts
Discover how Delaware Statutory Trusts (DSTs) can transform your investment strategy, offering a blend of flexibility, diversification, and passive income potential.
Qualified Opportunity Zones
Explore the transformative potential of investing in Qualified Opportunity Zones (QOZs). Discover how you can contribute to America's underserved communities while enjoying significant tax benefits.
Private Real Estate Investments
We collaborate with clients to develop custom portfolios that leverage real estate to mitigate risk, reduce volatility, and increase passive income and growth.
Additional Services
Investment Management
A comprehensive, mindful strategy looks at how you've created your wealth and what you wish your wealth to accomplish. We start by understanding you, asking pertinent questions, reviewing your assets, and picking a range of investments to form a lasting portfolio.
Tax Mitigation
We have a network of CPAs and tax attorneys that offer holistic tax planning. Together, our team and our network of tax professionals work together to develop a unified strategy for your overall financial picture.
Wealth Preservation
It’s taken a lot to get where you are – but you’re not done yet. The wealth you’ve achieved today may not get you where you want to be tomorrow. Your wealth needs to be guarded, too.