Gordian Group Family Office Advisor David Beach and CEO, Henry Owsley discuss Opportunity Zone Fund Investments as an emerging tax advantaged investment vehicle for Family Offices and High Net Worth Individuals. Joining them are Ronald Brown and Paul Williams, Partners at Law Firm Brown, Hatchett & Williams (BHW).
Key topics covered in this discussion include:
- What are opportunity zones, how many are there and where are they located?
- What are the investment opportunities in these zones and the potential tax advantages to investors?
Listen now! Use the timestamp below to replay parts of the discussion.
Part One: What is an Opportunity Zone and Where Are They?
00:40 | What is an Opportunity Zone and what’s the potential benefit to an investor? What do they have in common? Why should investors be looking at them given today’s political landscape and what’s unique about Family Offices when it comes to evaluating Opportunity Zones?
05:03 | There are thousands of Opportunity Zones located in the United States. With this in mind what should Family Offices keep in mind when it comes to investment opportunities?
Part Two: Investing in Opportunity Zones
00:00 | Why or when should an investor consider an opportunity zone fund investment. Family offices have yet to leverage these opportunities for tax advantages, diversificaiton and social/local impact investing.
07:34 | How can an investor realize tax benefits in an opportunity zone fund investment? What additional benefits are there?
Part Three: Investment Scenario and Structuring
00:00 | $10M investment opportunity example.
02:30 | How can a specific real estate project or business be structured to benefit from an opportunity zone funding investment.
Part Four: Due Diligence
00:00 | If a Family Office is considering investing in an Opportunity Zone what questions should they ask and due diligence should they perform?
02:47 | How due diligence on Opportunity Zone investments is different from other investments. Do Family Offices have the internal capacity and competence to conduct due diligence on Opportunity Zone investments?
Part Five: Next Step for Family Offices to learn more about Opportunity Zones
00:00 | Opportunity Zones are complex alternative investment opportunities for family offices and high net worth individuals. Expertise in due diligence and negotiation is important and where Gordian Group can provide quality assistance and value.
01:16 | What’s the next step if a family office wants to learn more about opportunity in addition to listening and sharing this podcast! What should they think about doing next?
04:33 | Beware of the internet and conferences for more information. Seek out financial and legal expertise from advisors like those on this podcast from Gordian Group and Brown Hatchett and Williams.
Family Offices are welcome to contact Gordian Group for a private discussion regarding alternative investments, like opportunity zones, along with non-recourse loans, investment opportunities and debt restructuring.