What is an accredited investor?

An accredited investor is an individual or entity that meets specific financial thresholds set by the SEC. For individuals, this generally means having a net worth exceeding $1 million (excluding primary residence), or annual income of at least $200,000 ($300,000 jointly with a spouse) for the past two years with a reasonable expectation of the same in the current year. Certain professional certifications (Series 7, 65, or 82 licenses) also qualify. Accredited investor status is required to participate in many private placement offerings.

What are alternative investments?

Alternative investments are assets outside of traditional stocks, bonds, and cash. They include private equity, private credit, real estate funds, hedge funds, commodities, and tax-advantaged structures like Delaware Statutory Trusts and Qualified Opportunity Zones. Alternatives are typically available only to accredited investors and are used to diversify portfolios, generate passive income, and reduce tax exposure.

Why should I consider alternative investments?

Traditional markets are subject to volatility, correlation risk, and limited tax benefits. Alternative investments can offer returns uncorrelated with public markets, passive income streams, inflation protection through real assets, and significant tax advantages — including capital gains deferral, income offsets, and tax-free growth. For high-net-worth investors, alternatives are often a critical component of a well-diversified, tax-efficient portfolio.

Do I need to work with my own CPA or attorney?

We encourage it. True North works collaboratively with your existing CPA, estate attorney, and family office to ensure every investment decision fits within your broader financial and tax plan. If you don't have a CPA or attorney, we can provide referrals to qualified professionals in our network.

How often is the alternatives marketplace updated?

Our private alternatives marketplace is updated weekly with new investment opportunities across real estate, private credit, energy, and tax-advantaged strategies.

Is there a cost for an initial consultation?

No. Initial consultations are complimentary and carry no obligation. Our goal is to make sure you have the information you need to make confident, informed decisions.

How do I get started with True North Private Investments?

The first step is a complimentary consultation. We'll learn about your financial goals, current portfolio, and tax situation — then walk through the strategies and current marketplace opportunities most relevant to you. There's no obligation. Schedule a conversation at https://www.investtruenorth.com/contact.

Frequently Asked Questions

Alternative Investments, 1031 Exchanges & Tax Strategies Explained

We know that private market investing can feel complex. Here are answers to the questions we hear most often from accredited investors exploring 1031 exchanges, Delaware Statutory Trusts, Qualified Opportunity Zones, and tax-reduction strategies.

Don’t see your question? Schedule a conversation and we’ll walk through it together.

Explore The Marketplace

An accredited investor is an individual or entity that meets specific financial thresholds set by the SEC. For individuals, this generally means having a net worth exceeding $1 million (excluding primary residence), or annual income of at least $200,000 ($300,000 jointly with a spouse) for the past two years with a reasonable expectation of the same in the current year. Certain professional certifications (Series 7, 65, or 82 licenses) also qualify. Accredited investor status is required to participate in many private placement offerings.
Alternative investments are assets outside of traditional stocks, bonds, and cash. They include private equity, private credit, real estate funds, hedge funds, commodities, and tax-advantaged structures like Delaware Statutory Trusts and Qualified Opportunity Zones. Alternatives are typically available only to accredited investors and are used to diversify portfolios, generate passive income, and reduce tax exposure.
Traditional markets are subject to volatility, correlation risk, and limited tax benefits. Alternative investments can offer returns uncorrelated with public markets, passive income streams, inflation protection through real assets, and significant tax advantages — including capital gains deferral, income offsets, and tax-free growth. For high-net-worth investors, alternatives are often a critical component of a well-diversified, tax-efficient portfolio.
We encourage it. True North works collaboratively with your existing CPA, estate attorney, and family office to ensure every investment decision fits within your broader financial and tax plan. If you don’t have a CPA or attorney, we can provide referrals to qualified professionals in our network.
Our private alternatives marketplace is updated weekly with new investment opportunities across real estate, private credit, energy, and tax-advantaged strategies.
No. Initial consultations are complimentary and carry no obligation. Our goal is to make sure you have the information you need to make confident, informed decisions.
The first step is a complimentary consultation. We’ll learn about your financial goals, current portfolio, and tax situation — then walk through the strategies and current marketplace opportunities most relevant to you. There’s no obligation. Schedule a conversation here.