Dan L. Werry, JD, MBA
Alternative Investment Strategies
Over three decades of specialized expertise in sophisticated techniques targeting wealth preservation, institutional-grade real estate investments, and advanced tax optimization strategies. Serving high-net-worth individuals and family offices with personalized alternative investment solutions.
Sophisticated Investment Solutions
1031 Exchange Programs
Premier tax-deferred exchange solutions featuring institutional-grade Delaware Statutory Trusts and Direct Title Securities with credit-rated tenants and long-term lease structures.
Explore Programs →Private Real Estate
Exclusive access to commercial real estate investments including core-plus properties, value-add opportunities, and development projects across premier markets.
View Opportunities →Alternative Investments
Diversified portfolio solutions encompassing private credit, energy investments, interval funds, and structured products designed for sophisticated investors.
Discover Options →Opportunity Zones
Strategic capital gains deferral and elimination through qualified opportunity zone investments in high-growth markets with exceptional development potential.
Learn Strategy →Wealth Preservation Goals
Comprehensive tax mitigation strategies including estate planning, charitable structures, and multi-generational wealth transfer techniques, intended to help you preserve your wealth.
Learn about our strategies →Family Office Services
Dedicated advisory services for ultra-high-net-worth families including investment committee support, due diligence, and portfolio construction.
Meet Team →$549M+
Assets Under Management
151+
Distinguished Clients
35+
Years of Experience
100%
Client Satisfaction
Featured 1031 Exchange Properties
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