The Strategic Group of Companies is a boutique investment firm that focuses primarily on private equity solutions that help mitigate taxes to help our investors reach their goals. We work closely with high-net-worth investors, family offices and their trusted advisors, as well as corporations, and banks. We have four distinct lines of business:
• Strategic Investment Management - Opportunity Zones: Invest in businesses and real estate opportunities within defined “Opportunity Zones†that can mitigate the taxation of capital gains and all future appreciation is tax free if held for ten years.
• Strategic Capital Partners - Conservation Easements: Invest in land conservation with an objective of being “green, sustainable and/or socially responsible†and the potential to receive significant tax mitigation.
• Strategic 1031 Exchange Advisors - 1031 Exchange Intermediary: A qualified intermediary specialist in 1031 exchange proceeds, including more difficult structures resulting from partnerships, lease buy-backs, and other complex structures.
• Strategic Tax Solutions - Federal & State Tax Credits: Specialist in transferable Federal and State tax credits such as film, low-income, historic rehabilitation, renewable energy, and mill building tax credits that can help offset tax liabilities.