A Private Equity Boutique
The Strategic Group is a boutique investment firm that focuses primarily on investment strategies that also provide tax benefits as a source of returns. We work closely with affluent investors, family offices and their trusted advisors, as well as corporations, and banks. We have four primary lines of business that include:
- Opportunity Zones: Target investments in real estate and other private equity opportunities in designated “Opportunity Zones” that can mitigate the taxation of capital gains and all future appreciation may grow tax free
- Conservation: Consults and structures “green, sustainable, and socially responsible” conservation projects with the potential to mitigate tax liabilities while generating other private equity returns
- 1031 Qualified Intermediary: Consults and serves as a qualified intermediary for 1031 tax-free exchanges, including strategies resulting from partnerships, lease buy-backs, and other complex structures
- Federal & State Tax Credits: Consults, syndicates, and brokers transferable Federal and State tax credits such as film, low-income housing, historic rehabilitation, renewable energy, and various state and federal programs that mitigate tax liabilities
Our firm is built on a platform of tax efficiency and real estate expertise. The Strategic Group takes a thorough, holistic approach, with our clients. We want to help them achieve their long-term and short-term investment objectives. Our leadership has backgrounds in consulting with major corporations, and the individuals behind those companies, through mergers and acquisitions, international business, and real estate.