Real Estate Investors • Entrepreneurs

Tax Efficient Exit Planning

Sera Capital Is A Fee-Only Fiduciary

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Unlock Your Future

Expert Exit Planning for Real Estate, Businesses, and More

We work with individuals and as independent fiduciaries, are not beholden to any institution or product sponsor for our client solutions. Our solutions come in many forms and include the following and often include some combination of the following.

Our Services
Service - 721 Exchanges

721 Exchange Advisor and 721 UPREIT Exchanges

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Service - Delaware Statutory Trusts

Delaware Statutory Trust 1031

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Charitable Remainder Trusts

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Service - Opportunity Zones

Opportunity Zone Investments Advisors and Consultants

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Service - Exit Planning

Business Exit Planning Services and Business Transitions

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Uncover tailored solutions for tax-efficient retirement and exit planning.
Our experts are ready to guide you.
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Our Blog

Explore our expert articles for informed decision-making

How To Set Up a Charitable Remainder Unitrust (CRUT)

Find out how to set up a charitable remainder unitrust (CRUT) right now if you want to explore this investment opportunity to preserve your legacy.

Financial Tales

The Difference Between Registered Advisors and Brokers

If you’re ready to consult a professional about your financial future today, it’s important to know the differences between registered advisors and brokers.

Real Estate

CRUT vs. 721 Exchanges: What Is the Difference?

Assess the differences between CRUT and 721 exchanges so you can find the most productive and responsible way to plan future investments right now.

721 Exchange

6 Tips for Creating a Comprehensive Financial Plan

Build a financial strategy that best suits your goals by checking our complete list of essential tips for creating a comprehensive financial plan.

Financial Tales

Pros and Cons of Delaware Statutory Trust 1031 Exchanges

When it comes to real estate investing, the Delaware Statutory Trust (DST) 1031 exchange offers a unique gateway for investors to defer taxes while diversifying their portfolios. But […]

1031 Exchanges

8 Best Practices for Real Estate Investment

Real estate investment opportunities are vast and diverse. Learn and implement the best practices for real estate investment to avoid making simple mistakes.

Real Estate

Registered Investment Advisor 
and Fiduciary Consultants

Sera Capital is a wealth management consulting firm that specializes in tax-efficient exit strategies. Business owners, real estate investors, and developers can talk to our registered investment advisors to find the best solutions available.

We have two simple mottos that we follow with every client:

  1. We help landlords and business owners exit tax efficiently.
  2. When you want out, call us in.

The registered investment advisors at Sera Capital can help you examine various solutions, such as Delaware Statuary Trusts, Opportunity Zone Funds, 1031 Exchanges, 721 UPREITS, and Section 453 Installment Sales.

You don’t have to look any further for the perfect strategy.

Contact the registered financial advisors at Sera Capital to consult with an expert today.

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Consultation Today

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