Legacy Private Wealth Launches Comprehensive Tax Mitigation Advisory Firm

Legacy Private Wealth today announced its formal launch as a specialized tax mitigation advisory firm. The firm provides sophisticated investment and tax planning strategies for Real Estate, Business Owners and High Net Worth Investors nationally, leveraging 1031 DST Investments, Bonus Depreciation, Charitable Donations, Tax Credits, and Opportunity Zone structures, to manage active and passive income.

Comprehensive Real Estate Wealth

Founded by Dan Werry, JD, MBA, a passive income investment real estate professional with over three decades of experience in law, taxation, and real estate finance, Legacy Private Wealth offers a multidisciplinary approach to help clients achieve tax deferral, wealth growth, tax-efficient income, and long-term estate preservation. “Effectively helping clients utilize the IRS tax code can save hundreds of thousands annually,” says Werry. The firm focuses on tax mitigation incentives within real estate investment and ownership, especially for real estate professionals.

Legacy Private Wealth’s services are built around coordinated planning and tax-optimized structures, including:

Advanced Tax-Efficient Strategies

• 1031 DST Investments: Gain access to institutionally managed passive potential income Delaware Statutory Trust (DST) offerings.
• Business & Sale Planning: Advance planning allows business owners to keep more of their proceeds with proper structuring.
• Bonus and Accelerated Depreciation: Utilize depreciation to offset taxable income for eligible investors, including 1031 Exchange alternatives.
• Qualified Opportunity Zones: Invest to defer capital gains on non-real estate assets or as an alternative to a 1031 Exchange.
• Charitable Donation Strategies: Use tax-advantaged giving frameworks to meet philanthropic and tax mitigation goals for 1099 and W2 professionals.
• Equity-Out 1031 DST Structures: Maintain liquidity while preserving critical tax deferral benefits.
• Tax Credits: Reduce your net taxes effectively through qualified credits.

The firm is committed to providing investors with deep, coordinated planning to navigate the complexities of tax-efficient real estate ownership, from simple 1031 exchanges to complex wealth transfer strategies.

About Legacy Private Wealth

Legacy Private Wealth is an investment and tax strategy firm offering comprehensive solutions for real estate investors, high-net-worth individuals, and business owners nationwide. The firm specializes in coordinated planning across tax-efficient strategies for legacy-focused investors.

For media inquiries or more information, visit www.legacyprivatewealth.us or call 888-410-1031. For details on Emerson Equity, see FINRA’s Broker Check website. You can also download Emerson Equity’s Customer Relationship Summary to learn about their services. This is not an offer to buy or solicitation to sell securities. All investments involve risk, including potential loss of principal. Past performance does not guarantee future results. Consult your finance or tax professional before investing.

Securities offered through Emerson Equity LLC, Member FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with other entities mentioned.

1031 Risk Disclosure

No investment strategy guarantees success or achieves all objectives. Real estate investments may decline in value over time. Income and depreciation schedules can affect the owner’s tax status. Unfavorable tax rulings could revoke capital gains deferral, triggering immediate tax liability. Financed real estate carries foreclosure risk.

These offerings are typically private placements and illiquid, with no secondary market. If a property loses tenants or suffers damage, monthly cash flow may reduce or suspend. Transaction fees and expenses could lower returns and outweigh tax benefits.

Opportunity Zone Disclosures

• Investing in opportunity zones is speculative. Opportunity zones are newly formed entities with no operating history. There is no assurance of investment return, property appreciation, or profits. The ability to resell the fund’s underlying investment properties or businesses is not guaranteed. Investing in opportunity zone funds may involve a higher level of risk than investing in other established real estate offerings.
• Long-term investment. Opportunity zone funds have illiquid underlying investments that may not be easy to sell and the return of capital and realization of gains, if any, from an investment will generally occur only upon the partial or complete disposition or refinancing of such investments.
• Limited secondary market for redemption. Although secondary markets may provide a liquidity option in limited circumstances, the amount you will receive typically is discounted to current valuations.

Opportunity Zone Fund Risks

• Difficult valuation assessment. The portfolio holdings in opportunity zone funds may be difficult to value because financial markets or exchanges do not usually quote or trade the holdings. As such, market prices for most of a fund’s holdings will not be readily available.
• Capital call default consequences. Meeting capital calls to provide managers with the pledged capital is a contractual obligation of each investor. Failure to meet this requirement in a timely manner could elicit significant adverse consequences, including, without limitation, the forfeiture of your interest in the fund.
• Leverage. Opportunity zone funds may use leverage in connection with certain investments or participate in investments with highly leveraged capital structures. Leverage involves a high degree of financial risk and may increase the exposure of such investments to factors such as rising interest rates, downturns in the economy or deterioration in the condition of the assets underlying such investments.
• Unregistered investment. As with other unregistered investments, the regulatory protections of the Investment Company Act of 1940 are not available with unregistered securities.
• Regulation. It is possible, due to tax, regulatory, or investment decisions, that a fund, or its investors, are unable to realize any tax benefits. You should evaluate the merits of the underlying investment and not solely invest in an opportunity zone fund for any potential tax advantage.

Company Details

Organization: Legacy Private Wealth

Contact Person: Dan Werry

Website: https://www.legacyprivatewealth.us

Email: Send Email

City: Sheridan

State: Wyoming

Country: United States

Release Id: 11122538885