From Pillars to Pines, we help accredited investors, business owners, and high income families use carefully selected alternative strategies, including private real estate and other private offerings, in a thoughtful and tax-aware way.
Alternative Investment Strategies for Accredited Investors
Three Pillars of Wealth
For investors who want to defer capital gains on investment property and move toward more passive ownership, we help evaluate 1031 Delaware Statutory Trusts and other real estate based options.
1031 and Real Estate Strategies
For certain realized gains, Opportunity Zone strategies may offer tax incentives in exchange for long holding periods and project risk. We help you understand how they may or may not fit your situation.
Opportunity Zone and Tax Focused Projects
For qualified investors who want exposure beyond public markets, we review private equity and other private offerings as part of a broader plan, with attention to risk, fees, and liquidity.
Private Equity and Other Private Offerings
Access to the marketplace is available after a brief fit call and required disclosures. Opportunities are shared only with qualified, interested investors.
Ready to see whether alternatives belong in your plan?
Start with a brief call to talk through your situation, goals, and questions about alternative strategies.