Does this sound like you?
Our team specializes in guiding clients through the world of alternative investments, helping determine if these options could enhance their investment portfolios. Whether you're interested in diverse real estate opportunities (multifamily, industrial spaces, data centers), delving into the oil & energy sector, or considering private equity and venture capital, we provide access to exclusive investment options not readily available to the general public.
We work closely with the following:
Our Clients
Business Owners Nearing Retirement
Business owners nearing retirement face the dual challenge of ensuring a smooth transition out of their business while minimizing the tax impact of the sale. Certain alternative investments can offer more favorable tax treatments, such as deferring tax liabilities or benefiting from lower capital gains tax rates. Additionally, a select portfolio of alternative investments can provide diversified income streams or capital growth opportunities to address a range of financial objectives through retirement.
Successful Business Leaders Diversifying Wealth
Successful business leaders and entrepreneurs, accustomed to the high-risk, high-reward nature of their work, often seek to diversify their wealth, and are consistently looking for ways to mitigate taxes. Alternative investments offer these individuals opportunities to invest in assets not correlated with the stock market, reducing overall portfolio risk while potentially enhancing returns through diversified exposure.
Young, High Income, Professionals
Rising professionals in their 30s to 40s are typically in a phase of accumulating wealth and planning for significant life milestones. Many higher income earning individuals invest in traditional investments like publicly traded equities and debt. Understanding the role that alternative investments can play, can help to decrease risk in volatile markets, and provide a diversified path to growth. In addition, impact investing offers the opportunity to generate social or environmental benefits alongside financial returns, aligning their investment portfolios with their values.
Seasoned Real Estate Investors/Landlords
After years of active real estate management, seasoned investors often seek options to reduce their landlord responsibilities and shift towards options with passive income streams. One alternative investment option is utilizing Delaware Statutory Trusts (DSTs) / 1031 Exchanges which may allow for the deferral of capital gains taxes, thereby preserving capital for reinvestment in passive income-generating real estate opportunities if done properly. Alternative investments can provide exposure to real estate and other assets without the need for direct management, offering potential for income along with appreciation, and thereby aligning with their goals for a more hands-off investment approach while still participating in market growth.
Get in touch.
Everyone’s path is unique. Whether you're embarking on the initial steps of your investing journey or looking to complement the steps you have reached, Wealthhouse Advisors is here to assist you in growing and preserving your wealth legacy.
We will be happy to discuss any questions you may have.