Begin estate planning effectively today by exploring these easy ways to integrate the Delaware Dynasty Trust with an ILIT for maximum tax efficiency and more.
Real Estate Investors • Entrepreneurs
Tax Efficient Exit Planning
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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.
Uncover tailored solutions for tax-efficient retirement and exit planning.
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Our Blog
Explore our expert articles for informed decision-making
May 27, 2025
What Is the Timeline To Convert a DST to an UPREIT?
Get a clearer idea of what the average timeline is to convert a DST to an UPREIT so you can plan your investment strategy accordingly right now.
April 10, 2025
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.
April 8, 2025
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.
March 27, 2025
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.
March 13, 2025
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.
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:
- We help landlords and business owners exit tax efficiently.
- 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.
