Accruit, a national 1031 exchange qualified intermediary, launched Private Client Group, a boutique 1031 exchange offering.
Private Client Group is composed of experts in the field focused on providing tailored 1031 qualified intermediary solutions that align with the client’s goals and objectives. The new offering focuses on providing high-touch service and strategic planning. By providing comprehensive analysis and proactive solutions to complex issues, the group fills a void within the qualified intermediary industry, according to Accruit.
“We are thrilled to introduce the Private Client Group to our clients,” Steve Holtkamp, senior managing director and chief revenue officer at Accruit, said in a release. “Our goal is to offer a more proactive and personalized approach to 1031 exchange tax deferrals, ensuring that our clients receive the highest level of service and expertise.
According to Accruit Senior Director Jonathan Barge, “The Private Client Group was developed in response to the demand from high-net-worth clients for a 1031 service that wasn’t ‘off the shelf.’ Trust and strong relationships are cornerstones for the group’s delivery of expert solutions, ethical practices, and utmost discretion required by these clients."