Accruit Launches Innovative Private Client Group for 1031 Exchanges
Introducing the Private Client Group
Accruit is excited to introduce its Private Client Group, a unique service tailored specifically for clients needing specialized 1031 exchange Qualified Intermediary solutions. This boutique offering stands out by focusing on high-touch service, ensuring each client receives personalized attention and expertise.
High-Touch Service for Unique Needs
The Private Client Group prioritizes strategic planning and personalized solutions. With a skilled team of experienced professionals, Accruit fills a significant gap in the Qualified Intermediary market by delivering bespoke services to high-net-worth individuals, family offices, wealth managers, and specialized law practices. Each member of the group brings their legal expertise to the table, ensuring that every transaction is handled with the utmost care and customization.
A Response to Client Demand
In light of rising demand for tailored 1031 exchange services, Accruit's Senior Director, Jonathan Barge, highlighted that the Private Client Group was developed as a direct response to high-net-worth clients seeking more than standard offerings. Trust, ethical practices, and strong relationships are the foundational principles of the group, allowing them to provide expert financial solutions with discretion.
Commitment to Innovation
The launch of the Private Client Group signifies Accruit's ongoing dedication to transforming the 1031 exchange process. By offering unique solutions to complex challenges faced by clients, Accruit aims to revolutionize what clients can expect from a Qualified Intermediary.
Expertise You Can Rely On
Accruit’s approach is aligned with the specific goals and objectives of clients, paving the way for effective tax deferrals while ensuring every step is executed flawlessly. Steve Holtkamp, the Senior Managing Director, emphasizes the group's commitment to providing the highest level of service and expertise to meet diverse client needs.
About Accruit
Founded in 2000, Accruit has established itself as a leader in the 1031 exchange industry. As a full-service Qualified Intermediary and part of Inspira Financial, which acquired the company in 2023, Accruit employs cutting-edge technology and holds a patented approach to 1031 exchange transactions. Their solid reputation stems from their commitment to client service, innovative solutions, and robust security protocols.
With their experienced team, Accruit proudly serves thousands of clients and continues to gain their trust through consistent delivery of superior service and expertise in various financial transactions.
Frequently Asked Questions
What is the Private Client Group?
The Private Client Group is a specialized service by Accruit focusing on tailored 1031 exchange solutions for high-net-worth individuals and families.
Who leads the Private Client Group?
The group is led by experienced professionals, including Senior Managing Director Steve Holtkamp and Senior Director Jonathan Barge.
What services does the Private Client Group provide?
The group offers high-touch, personalized planning and solutions for 1031 exchanges, focusing on unique client needs and strategic objectives.
Why was the Private Client Group created?
It was developed to respond to the increasing demand from high-net-worth clients for more customized and comprehensive 1031 exchange services.
How does Accruit ensure expert solutions?
Accruit engages highly knowledgeable attorneys in each transaction to provide tailored solutions that meet each client's specific goals and needs.
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