Our A Smarter 1031 Exchange Program
Guardian Pointe PWM has assembled a team of Professional experts and resources specializing in Delaware Statutory Trusts (DSTs) and Qualified Opportunity Zones (QOZs).
We work closely with our clients to not only understand their goals, objectives and risk tolerance but, we take it one step further. When it comes to advanced tax planning, we remove the complexity surrounding DSTs and QOZs and simplify it so our Clients can make an informed and educated decision. Whether it’s a 1031 Exchange of Real Estate, a Qualified Opportunity Zone to transfer highly appreciated assets, for example; Stocks, Art Work, Car or Coin Collections or your Family Business…. we seek to help clients utilize and maximize the current tax codes to their benefit.