White Glove Service,
Opportunity Zone Excellence
Exclusive Deal Flow. Tailored Fund Strategy. Yours Alone.
White Glove OZ was founded by a group of industry leaders who are passionate about Opportunity Zones.
By bringing together extensive expertise in law, tax, real estate, venture, capital markets and more, we have created a truly turnkey solution for family offices and those with large or recurring capital gains.
Our interests are aligned to help form, manage and deploy OZ funds based on the individual criteria of each of our clients.
Each bespoke structure is designed to handle the entire process from start to finish, with a key focus on identifying and vetting OZ investment opportunities across the country.
The Dream Team
We Don’t Chase Deals. We Curate Outcomes.
An Elite Team, Built for Complexity. Our professionals span investment banking, real estate law, tax strategy, securities compliance, and capital markets — delivering concierge-level service with institutional strength.
Bespoke Structuring for Intelligent Capital. We don’t place capital. We architect it. Every deployment is precision-tailored to your goals, risk profile, and long-term legacy strategy.
Private Deal Flow. Curated Quietly. We unlock access to ventures, developments, and fund positions that are invitation-only — filtered through rigorous analysis and relationship-based sourcing.
From Strategy to Execution, All Under One Roof. Our multidisciplinary model ensures seamless coordination from capital design to closing — reducing friction, optimizing returns, and protecting your time.
Crafted for Legacy, Not Volume. This isn’t scale-based investing. It’s values-aligned capital placement — for those who think in generations, not quarters.
Our Commitment to You
Strategic. Personal. Relentlessly Excellent.
Bespoke Structuring, Not One-Size-Fits-All. Every client receives a fully tailored fund strategy aligned to their unique tax profile, timeline, and legacy goals.
Disciplined Opportunity Selection. We curate only the most compelling OZ investments — sourced through trusted relationships and rigorously vetted for performance and compliance.
Fiduciary-Level Alignment. Our success is tied to yours. We operate with full transparency, zero conflicts, and your best interest at the center of every decision.
Start-to-Finish Execution. From entity formation and legal structuring to capital deployment and long-term compliance, we manage the entire process seamlessly.
A White Glove Standard, Always. We serve a limited number of clients by design — allowing us to provide unmatched responsiveness, clarity, and strategic partnership.
Our Structure
Turnkey. Tailored. Full-Service.
Turnkey From Day One. We handle every element — from entity formation and legal compliance to capital strategy and investment vetting — so you don’t have to.
Individually Tailored, Not Pooled. Each client’s structure is crafted around their specific goals, gain timelines, and long-term intentions — never commingled, never templated.
Seamless Integration With Your Advisors. Our team collaborates directly with your legal, tax, and financial professionals to ensure total alignment and precision execution.
Full-Service Fund Management. Once launched, we oversee reporting, compliance, asset deployment, and performance tracking — all with white-glove care and institutional-grade systems.
Plug-and-Play Deal Flow Access. Gain priority access to vetted, tax-advantaged OZ opportunities nationwide — already underwritten and ready for intelligent capital.
Our Execution
Curated Partnerships. Structured for Strength. Delivered with Precision.
We Start With the People, Not the Projects. Exceptional outcomes begin with exceptional partners. We identify and engage top-tier developers in each region — before a single site is selected.
Aligned Interests. Intelligent Structuring. Our joint venture model ensures sponsor incentives are aligned with investor outcomes — putting capital in a stronger, safer position from day one.
Ground-Up, Without Guesswork. We focus on what most overlook: sponsor quality, deal mechanics, and local execution power — the true drivers of OZ success.
Off-Market Advantage, On Your Behalf. Through our in-house brokerage relationships, we secure exclusive access to land and development sites not available to the open market.
We Vet First, So You Don’t Have To. Every opportunity presented has passed our internal underwriting process and includes direct insight into sponsor performance, site viability, and deal terms.
How may we help you?
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