Your Trusted Partner in
Private Investments & Tax-Smart Planning
Built for Investors Who Demand More
True North Private Investments is a specialized financial advisory firm serving accredited investors and high-net-worth individuals who are ready to move beyond traditional stocks and bonds. We focus exclusively on alternative investments — private equity, real estate-backed funds, Delaware Statutory Trusts, Qualified Opportunity Zones, private credit, and tax-reduction strategies.
Our approach is built on collaboration. We work closely with your CPA, estate attorney, and family office to ensure every investment decision fits within a broader, tax-aware financial plan. We don't just offer products — we offer a partnership built around your specific goals, timeline, and tax situation.
True North seeks to help investors by utilizing private placement investments to achieve competitive investment returns, income payouts, and tax benefits that cannot be attained through the stock and bond markets.
We believe that accredited investors deserve access to the same institutional-quality strategies used by endowments, family offices, and pension funds — delivered with transparency, personalized guidance, and a relationship-first approach.
Corey Smith
Corey Smith is the founder of True North Private Investments and a seasoned financial advisor with over 20 years of experience in wealth management, private equity, and alternative investment strategies. Corey specializes in helping accredited investors navigate complex financial transitions — including 1031 exchanges, Delaware Statutory Trust placements, Qualified Opportunity Zone investments, and tax-reduction planning through private placements.
Corey operates through Great Point Capital, LLC (FINRA-registered broker-dealer) and Great Point Advisors, LLC (SEC-registered investment adviser), providing clients with a fully regulated, institutional-grade advisory experience.
Through a personalized approach, I work closely with clients to identify opportunities in high-potential private equity deals and real estate investments, ensuring optimal returns while minimizing risk. I leverage deep expertise in tax-efficient planning to help clients maximize their wealth retention and reduce tax liabilities.
Whether you're a high-net-worth individual looking for growth strategies or seeking ways to optimize your investment portfolio, I offer the guidance and expertise necessary to make informed, strategic decisions that work toward your financial success.
— Corey SmithSix Lanes of Expertise
Passive real estate ownership with 1031 exchange eligibility. Institutional-quality assets, no landlord responsibilities.
Defer capital gains taxes on real estate sales. Strategic guidance through every step of the exchange process.
Defer and reduce capital gains through government-designated community investment with long-term tax advantages.
Institutional-grade alternatives outside public markets. Curated access to private lending, real estate debt, and equity deals.
Oil & gas, solar credits, 831(b) captive insurance, and more. Legal, IRS-recognized strategies for high-income business owners.
Retirement, estate, and education planning fully integrated with your investment strategy and tax picture.
Explore What Alternative Investments Can Do for Your Financial Future
Every investor's situation is different. The right strategy depends on your goals, your timeline, and your tax picture. Let's start with a conversation — and build a plan that actually fits.
Schedule a Conversation Our Offerings