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SERVICES​

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PLANNING AND VIABILITY

Planning and viability assessments are critical in the development of effective tax and investment strategies. We do the heavy lifting so you don't have to. Let us map out your deferrable gain, calculate your up-front and long-term tax benefits, present investment options, and ultimately craft a strategy tailored to you and your goals. 

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FUND SETUP & ADMINISTRATION

Once a strategy is in place and you have eligible gain to defer we will establish a Qualified Opportunity Fund, using one of several available structures, to receive and invest your capital in the project(s) of your choosing. Our funds are turn-key so administration, testing, compliance, and reporting are covered. 

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FUND MANAGEMENT

Our fully managed funds are perfect for clients seeking diversification, reduced volatility, and a true concierge-level experience. Our funds have access to premium O-Zone businesses and real estate projects with stellar leadership and development teams. Our team is built to accelerate businesses growth and generate alpha.

 

*Accredited Investors only.*

 

In a Meeting

INVESTMENT SOURCING

Do you have gains to invest and defer but haven't found a perfect project?

 

Are you an O-Zone entrepreneur seeking funding? 

 

Contact us. We can help. 

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