A R E Y O U A B U S I N E S S O W N E R ?
Planning a Sale or Liquidity Event?
Explore tax-aware investment strategies and alternative investment opportunities for accredited business owners preparing for a sale a significant liquidity event, or the next step in their financial lives.
WE CAN HELP YOU
Does this sound familiar?
A Significant Liquidity Event is Approaching
A business sale or other transaction may create new tax, investment, and planning considerations
You Are Thinking About What Comes Next
You may be evaluation how proceeds could fit into your investment portfolio, income needs, family priorities, or longer-term plans
Much of Your Wealth is Concentrated
Years of building a business may leave a significant portion of your net worth tied to one asset
SOLUTIONS & SUPPORT
How 1031 DST Group helps you
Tax-Aware Investment Planning
Evaluate available investment strategies that may help mitigate a tax burden
Professionally Managed Investments
Consider investments that do not require the operational responsibilities associated with owning and running a business
Diversification Opportunities
Explore real estate, DSTs, energy, precious metals, Qualified Opportunity Zones, and other alternative investments
TAX-ADVANCED
Investment Opportunities
1031 Exchanges & Delaware Statutory Trusts (DSTs)
Replacement pre-vetted property solutions designed to help investors defer eligible capital gains taxes.
Bonus Depreciation Strategies
Explore real estate investments that may offer accelerated depreciation opportunities.
Energy Investments
Investment offerings that may provide tax advantages and portfolio diversification.
Precious Metals
Physical precious metals and vaulting opportunities for investors seeking tangible assets.
Conservation
Investments
Alternative investment opportunities focused on wildlife conservation.
A Reliable Resource for Business Owners
Thorough Due Diligence
Rigorous vetting of sponsors, properties, and structure so you can move forward with confidence
Process Clarity
Clear communication, timelines, and paperwork, so exchanges move forward smoothly and on track
Investor Suitability Focus
We focus on aligning solutions with your goals, risk tolerance, and need for passive ownership
Responsive Support
We're here when your need us, with practical guidance and fast follow up
SCHEDULE A COMPLIMENTARY CONSULTATION
Let's get in touch !
Schedule a complimentary 30 minute conversation with our team to discuss your situation and explore investment strategies that may be appropriate for you.
Nationwide guidance
Educational conversation
Available by phone or Zoom
WHAT YOU CAN EXPECT
Understand Your Situation
We take the time to learn about your goals, and your unique circumstances.
Explore Available Strategies
We'll discuss investment solutions that may align with your objectives.
Receive Professional Guidance
Get clarity on the process, timing, and key considerations so you can make informed decitions.
No Commitment. We're here to help.
NOT READY TO SCHEDULE?
REGISTER HERE
Fill out the form below, download our educational resources, guides and eBooks. We will connect with you shortly:
*Accredited investors are defined under SEC Rule 506 of Regulation D. Generally, an investor is deemed accredited if their net worth is greater than $1,000,000 exclusive of their primary residence and/or their annual income exceeds $200,000 for the current and past two years. Click here to learn more.
Prefer to talk?
Call or text at (801)-815-6619
ray@1031dstgroup.com
A FOUNDATION OF TRUST
Experience. Integrity. Commitment.
$1 Billion+
Assets Under Management
(AUM)
300+
Past and Current
Combined Offerings
50 +
Years of Combined Experience
WHAT OUR CLIENTS SAY
“I wanted to defer taxes and simplify my investments, and 1031 DST Group did just that. The tax savings have been a big help. I'm very pleased with how it all worked out.“
— Carol S.
“They helped me reinvest all my real estate gains in a way that made sense for my retirement. They took care of the details, and I'm now enjoying stable income. I'd recommend them to anyone in my shoes.“
— Robert M., Retired Investor
“Ray has proven to be a creative and savvy manager of my portfolio. He actively reviews opportunities and we have frequent discussions about the appropriation of my funds. I strongly recommend Ray's services.“
— Mark O., Business Owner & investor
*Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
STAY INFORMED. STAY AHEAD
Resources & Insights
Explore upcoming events, expert insights, and educational resources designed to help informed, tax-aware investment decisions.
FEATURED ON C-SUITE NETWORK
Explore educational articles by our CEO & Co-Founder Ray DeWitt, published on the C-Suite Network, covering 1031 exchanges, Delaware Statutory Trusts (DSTs), tax-aware planning, and investment strategies
STAY CONNECTED
Find Us on Your Favorite Apps. Follow us for educational content, webinar invitations, and real-world investment insights. Always in your feed. Always in your pocket.
