Alternative Investment Services
for Accredited Investors
Private market strategies designed to generate passive income, defer taxes, and build diversified portfolios beyond traditional stocks and bonds.
Tailored to Your Goals, Timeline & Tax Situation
At True North Private Investments, we specialize in private market strategies designed to help accredited investors generate passive income, defer taxes, and build diversified portfolios beyond traditional stocks and bonds.
Our services are tailored to your unique financial goals, tax situation, and investment timeline. We work directly with your CPA, estate attorney, and family office to ensure every strategy fits within your broader financial plan.
Three Pillars of Service
Delaware Statutory Trusts (DSTs)
Delaware Statutory Trusts are legal entities created under Delaware law that allow accredited investors to pool resources for passive real estate ownership. DSTs are one of the most powerful tools available for 1031 exchange investors seeking to defer capital gains taxes while transitioning out of active property management.
DSTs are ideal for investors selling appreciated real estate who want to preserve equity, generate ongoing income, and avoid a large tax event at the time of sale.
Financial Planning
We offer comprehensive financial planning to help clients identify and plan for key financial goals. A personalized financial plan helps you understand how to achieve your desired retirement age, manage estate planning, optimize tax strategy, and fund education goals.
Clients gain access to a client portal that allows them to aggregate and link current bank accounts, investments, and liabilities — along with robust reporting features to track progress toward their goals.
Alternatives Marketplace
We offer a variety of alternative investments in private equity, private real estate, and private credit. If you have a specific type of investment or geographic region that you want to gain exposure to, we will work to find that opportunity for you.
You can also search our offerings in the client portal to find opportunities that align with your investment goals — updated every week with new curated listings.
View the True North Investment Platform
Click below to view the True North Private Investments alternatives platform, updated weekly with new opportunities across real estate, private credit, energy, and tax-advantaged strategies.
- Delaware Statutory Trust (DST) offerings from institutional sponsors
- Qualified Opportunity Zone (QOZ) fund investments
- Private credit and real estate debt opportunities
- Oil & gas, solar, and energy tax credit strategies
- 831(b) captive insurance program access
- Private equity and co-investment opportunities