Your Team |
We would love for you to work with us to Capitalize on the newfound access to alternative investments and to Capitalize on the years of expertise that our management team has in the alternative investment industry.
|
We help you CAPITALIZE on Your Financial Potential!
The way you manage your money and the way you pursue your purpose go hand in hand. This belief shapes everything Capitalize does. It shapes how we listen before assuming what path is best for each client.
At Capitalize, we understand that each client has different investment goals, and that our ultimate success is found in finding the investment that achieves those goals whilst allowing you to live your fullest life.
Wolfgang Suess
Co-Founder & Managing Director
Keegan De Silva
Senior Analyst & Head of Due Diligence
What we do
We specialize in the utilization of alternative investments to defer and mitigate personal and business tax liabilities.
Whether you are planning on selling an investment property, an appreciated asset or business, or trying to reduce your tax liability on your income, we have the expertise and investment offerings to assist. We have assisted hundreds of high-net-worth clients in deferring, reducing, and potentially eliminating capital gains taxes, as well as helping taxable liability associated with their ordinary income.
Our Services
Alternative Investments
Alternative Investments come in a variety of packages and encompass a wide range of assets and strategies. Alternative investments can be a powerful tool to help investors achieve growth, reduced volatility and diversification.
DSTs & 1031 Exchanges
A 1031 exchange allows an investment property owner to defer paying capital gains tax on the sale of their property by investing the proceeds into a “like-kind” property. Delaware Statutory Trusts (DSTs) are considered “like kind” property. DSTs permit 1031 exchangers to become beneficial owners of professionally managed, institutional-quality real estate projects alongside other accredited investors. Beneficial ownership in a DST provides the investor with the same tax benefits of owning real property.
Qualified Opportunity Zones
The QOZ Program was created to encourage investment in designated communities across the US by providing certain tax incentives in return for committing capital gains into these communities through investment vehicles known as Qualified Opportunity Funds (“QOFs”). The tax incentives include deferral of the capital gain, no capital gains tax on the investment if held for over 10 years, and no depreciation recapture on the investment.
Other Tax Advantaged Strategies
- Oil and Gas Offerings
- Tax Credits and Offerings
- Roth Conversion Strategies
- Bonus/Accelerated Depreciation Offerings
- Charitable Donation Strategies
- Qualified Small Business Stock Offerings
Knowledgebase
A space to learn more about your investments.
We founded Capitalize to help investors understand the importance of integrating alternative investments into their portfolios.
We would love for you to work with us to Capitalize on our unique access to alternative investments and to Capitalize on the years of expertise that our management team has in the alternative investment industry.