SERVICES
At CRS, we understand that managing private wealth requires a nuanced approach. Our private wealth services encompass a range of offerings, including fiduciary fee-based investment advice, financial planning, portfolio management, and estate planning. We are here to help you grow, protect, and transfer your wealth efficiently, ensuring your financial legacy is secure.
Tax Deferral
Navigating the complexities of tax deferral can be challenging. Our experts are here tosimplify the process and help you maximize your tax benefits. We provide strategic advice on deferring taxes through various investment vehicles and retirement plans, including:
- Exchange Alternatives: We offer various exchange alternatives that allow you to defer capital gains taxes:
- 721 Exchange (UPREIT): Defer capital gains by contributing property to a REIT.
- 1031 Exchange: Defer capital gains by swapping one investment property for another like-kind property.
- 1033 Exchange (Eminent Domain): Defer capital gains by replacing property taken by eminent domain or destroyed by natural disaster.
- Depreciation Strategies via Cost Segregation/Bonus Depreciation: By leveraging depreciation deductions, you can reduce your taxable income and defer taxes on your investment properties. Our experts will help you identify and implement the most effective depreciation strategies for your portfolio.
- Qualified Opportunity Zones (QOZ’s): We offer strategies to leverage tax incentives for maximizing returns and supporting economic development in distressed areas.
Private Equity
Our private equity services are designed to help clients invest in private companies and ventures that have the potential for significant growth. We provide comprehensive support throughout the investment process, from identifying opportunities to managing and exiting investments. Our team leverages extensive industry knowledge and networks to deliver high-quality private equity solutions that align with your financial goals. Examples of private real estate equity investments include:
- Raw Land Development: Investing in undeveloped land with the potential for future development.
- Undervalued Properties: Acquiring and rehabilitating distressed properties to increase their value.
- Commercial Real Estate: Investing in office buildings, retail centers, or industrial properties
- Residential Projects: Developing or redeveloping residential properties, such as multi-family housing or apartments
- Privately Held Businesses: Providing capital to private ventures that meet our stringent criteria (fully audited businesses with robust growth potential and experienced leadership).
Insurance Assessment
Insurance is a critical component of a sound financial plan. Our insurance evaluation services ensure you have the right coverage to protect your assets and loved ones.
We conduct thorough assessments of your current policies and recommend adjustments to align with your financial objectives and risk tolerance. Our services include premium financing, life and disability insurance, and long-term care.
Charitable Strategies
Giving back to the community is a core value at CRS. We assist clients in developing charitable giving strategies that align with their philanthropic goals. Whether it’s through direct donations, setting up charitable trusts, planned giving, or gifting, we help you make a meaningful impact while also benefiting from potential tax advantages.
Tax Deferral
- Exchange Alternatives: We offer various exchange alternatives that allow you to defer capital gains taxes:
- 721 Exchange (UPREIT): Defer capital gains by contributing property to a REIT.
- 1031 Exchange: Defer capital gains by swapping one investment property for another like-kind property.
- 1033 Exchange (Eminent Domain): Defer capital gains by replacing property taken by eminent domain or destroyed by natural disaster.
- Depreciation Strategies via Cost Segregation/Bonus Depreciation: By leveraging depreciation deductions, you can reduce your taxable income and defer taxes on your investment properties. Our experts will help you identify and implement the most effective depreciation strategies for your portfolio.
- Qualified Opportunity Zones (QOZ’s): We offer strategies to leverage tax incentives for maximizing returns and supporting economic development in distressed areas.
Private Equity
Our private equity services are designed to help clients invest in private companies and ventures that have the potential for significant growth. We provide comprehensive support throughout the investment process, from identifying opportunities to managing and exiting investments. Our team leverages extensive industry knowledge and networks to deliver high-quality private equity solutions that align with your financial goals. Examples of private real estate equity investments include:
- Raw Land Development: Investing in undeveloped land with the potential for future development.
- Undervalued Properties: Acquiring and rehabilitating distressed properties to increase their value.
- Commercial Real Estate: Investing in office buildings, retail centers, or industrial properties.
- Residential Projects: Developing or redeveloping residential properties, such as multi-family housing or apartments.
- Privately Held Businesses: Providing capital to private ventures that meet our stringent criteria (fully audited businesses with robust growth potential and experienced leadership).
Insurance Assessment
Insurance is a critical component of a sound financial plan. Our insurance evaluation services ensure you have the right coverage to protect your assets and loved ones. We conduct thorough assessments of your current policies and recommend adjustments to align with your financial objectives and risk tolerance. Our services include premium financing, life and disability insurance, and long-term care.
Charitable Strategies
Giving back to the community is a core value at CRS. We assist clients in developing charitable giving strategies that align with their philanthropic goals. Whether it’s through direct donations, setting up charitable trusts, planned giving, or gifting, we help you make a meaningful impact while also benefiting from potential tax advantages.
