Tax-Optimized Fund Access

Primary Customer Persona: High-Income W-2 Earners (Tech, Healthcare, Engineering)

• Pay the highest marginal tax rates

• Need legal, passive tax strategies if not a business owner or real estate professional.  They cannot access bonus depreciation or real-estate losses unless they meet the IRS material participation rules. Also, their time may be better invested in doubling down on their expertise rather than struggling in a new business just for tax purpose.

• Are time-poor, analytical, risk-averse

If you qualify, we offer access to our fully transparent, vetted, asset-backed, tax-optimized investments where you can participate either as limited partner or co-general partner.