Family Office Services

For clients ready to explore the offerings beyond our traditional scorecard approach, we can introduce clients to a suite of services that may provide additional savings and growth opportunities. Introduction to strategies that may utilize securities-related offerings are offered to accredited investors through registered representatives of Green Vista Capital, LLC, a registered Broker Dealer and Member of FINRA & SIPC.

Alternative Opportunities

Alternative opportunities are one of the strategies your team of professionals may employ. The team takes a collaborative approach – starting with an understanding of your current portfolio holdings and long-term goals, then partnering with you to identify complementary options. The strategies may serve to illuminate additional sources of savings and wealth not yet identified.

Real Estate Programs

Various real estate opportunities that qualify for tax incentives or provide tax benefits, and provide unique opportunities for growth.

  • STRATEGY TERMS: Year-by-Year
  • BENEFITS: Potential first year tax benefit
  • RECOMMENDED FOR: Accredited investors in high tax brackets (individuals with over $160,000 AGI, MFJ over $360,000 or in a high tax state that allows for the deduction such as New York or California)

Qualified Opportunity Zones

As provided for in the 2017 Tax Cuts and Jobs Act, qualified opportunity zones (QOZ) offer specific tax incentives designed to promote long-term investment into designated developing neighborhoods across the country. This strategy can provide a way to defer, reduce or even eliminate capital gains.

  • STRATEGY TERMS: Multi-year
  • BENEFIT: Defer, reduce or eliminate some capital gains
  • RECOMMENDED FOR: Accredited investors with realized capital gains from the sale of investments (i.e., stocks and bonds), buildings, business interests, etc.


The R-CLAT strategy offers a unique structure designed to mitigate the impact of taxation on income by creating income tax deductions, providing tax-free supplemental retirement benefits and providing significant funds to charity.

  • STRATEGY TERMS: Multi-year
  • BENEFITS: Potential first year tax benefit, source of future retirement funding, provide current and long-term benefits to charities selected by client, possibility of creating family foundation for charitable involvement by client and client’s family members in the future
  • RECOMMENDED FOR: Taxpayers with annual incomes in excess of $1 million, taxpayers with a liquidity event such as a sale of business or large inheritance, or taxpayers over 59 ½ wishing to convert a qualified retirement plan

Advanced Tax Strategies

Your team of professionals has combed through the statutes to find strategies that may help you keep more of what your earn. Discover additional offerings designed to preserve your wealth.

Roth Conversions

Roth conversions are typically multi-year strategies used to take advantage of the lower tax rates provided by the 2017 Tax Cuts and Jobs Act, or TCJA. The TCJA presents an opportunity for some people to take advantage of the lower tax rates to convert traditional IRAs to Roth IRAs. Additional strategies may be offered to minimize the tax liability.

Cost Segregation

Cost segregation strategies provide an opportunity to reclassify building components and accelerate depreciation. This approach is ideal for buildings that cost more than $500,000 and have been purchased and/or rehabilitated within the past five years.

Captive Insurance

Captive insurance is a form of self-insurance. With captive insurance, a business can create its own coverage or supplemental coverage to achieve two goals: protection for the business and financial advantages for the owner.

According to Section 831(b), up to $2.2 million (indexed for inflation from 2015) can be excluded from underwriting income.

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If you're ready to explore the possibilities our solutions can provide, we look forward to hearing from you.

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