For real estate investors who want to defer capital gains tax and reduce active management responsibilities, 1031 Delaware Statutory Trusts can offer access to institutional grade properties. We help you understand structure, risks, timelines, and whether a DST fits your broader goals.

Opportunity Zone strategies allow certain capital gains to be reinvested into designated projects for potential tax incentives and long holding periods. We help evaluate offerings, review risks, and determine whether an OZ investment aligns with your situation.

Private real estate, private credit, and similar offerings may provide income, diversification, and tax advantages for accredited investors. These strategies carry higher risk and limited liquidity, and we review them through a consistent due diligence process.

Energy related offerings can play a role for certain accredited investors seeking income potential and possible tax advantages. These strategies involve significant risks, including commodity price volatility, regulatory changes, and illiquidity. We help you evaluate suitability, not speculate.

Venture capital involves backing early stage companies with high growth potential and high risk. These strategies are typically appropriate only for investors comfortable with long time horizons and the possibility of losing their entire investment. We help you understand where, if anywhere, it fits.

Alternative investments involve risks such as illiquidity, loss of principal, leverage, and complex tax rules. They are typically available only to accredited investors and may not be suitable for all situations. Our role is to help you evaluate what fits and what does not.