About Us

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.

Contact us to learn more about our investment strategies and how we may help you or your clients with your tax and investment goals.