Purpose-built investment strategies designed for high-net-worth investors seeking income, growth, and tax efficiency outside traditional markets.
Legacy Capital
We partner with Legacy Capital to find curated private investment opportunities
Excel Empire
Advanced business tax optimization and exit planning
Founders First
We partner with them on proprietary tax equity deals that give both tax credits and depreciation
National Tax Group
We partner with them on cost segregations for 1031 exchanges, R&D tax credits, and 179D energy credits
iFlip
Wealth management through automated risk mitigation (Reg D fund administrator)
Tax Strategy Center
Access to tax strategy solutions and CPA support services
Arcade Strategy
Effective tax strategy for depreciation & NOL carryover to reduce taxes for businesses
E2 Companies
Tax strategy giving tax credits and depreciation, income from energy service agreements with data centers/other purchasers
Watt Up EV Charger Network
Tax credits and depreciation, bringing EV charging/battery storage to CA and other markets
Hall and Associates
Advanced trust, family office planning, QSBS, and entity structure support
Rao and Associates
CPA partner firm (with Tax Strategy Center)
Board of Advisors
Access to founders and ecosystems to support business owners
Fox Films Strategy
Tax strategy for investing in future films; accelerated depreciation, useful for write offs over the $512,000 limit
Azure 3D Printed Homes
Tax strategy using tiny homes for accelerated depreciation and W-2/business income write-off
Solar Solutions
Tax credits and depreciation via purchasing solar batteries
Valur (V-A-L-U-R)
Partner on charitable remainder trusts
Spider Rock
A way to get rid of concentrated stock positions
AQR
A way to create tax loss harvesting
Realta Group
Access to Qualified Opportunity Zones in Real Estate, Gold Storage, and Oil Tax-Advantaged Investments
Elk Ridge
Short-term rentals partner
Merrill Lynch Investments
Financial partners
