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Mission

OUR MISSION

At Trusted Capital Partners, our mission is to provide owners of appreciated property with reliable, tax-advantaged solutions. We aim to protect capital, provide predictable income, and support estate planning using trusted expertise in diversified real estate securities and superior support.

OUR VISION

To be the trusted partner in transitioning 1031 eligible real estate wealth from direct ownership into diversified passive portfolios of predictable projected income and durable capital, fostering long-term wealth and trusted financial security for our clients.

Vision
Leadership

Managing Partner

Trusted Capital Partners Leadership

Jeff Smitherman

Jeff serves as the managing partner of Trusted Capital Partners and a Registered Representative of Saxony Securities, Inc. He brings integrity, strategic vision, and principle-based leadership from a career of service as a Marine Corps officer into a career serving as a trusted resource for clients with appreciated investment properties.

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Specializing in personalized and tax-smart strategies for property owners as well as asset-based giving solutions for philanthropy, he established Trusted Capital Partners to address the challenge of capturing and wisely investing capital gains when any property is sold, especially with older owners and those in the farm and ranch space.

 

For many property owners there are two big questions up front, “How can I address taxes if I sell?” and, “How can I protect my capital and generate income?” Jeff regularly combines 1031 tax deferred exchanges with Delaware Statutory Trusts and other alternative investments to enable clients' long-term financial success, including estate planning and giving.

 

Trusted Capital Partners designs customized investment solutions to match personal investment goals and mitigate risk.Jeff focuses on transitioning property owners into high-quality, diversified property portfolios focused on capital preservation and passive, tax-efficient income. TCP's real estate securities offerings and investments for accredited investors include:

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  • 1031 exchange-approved Delaware Statutory Trusts (DSTs) and Energy Mineral Rights.

  • Qualified Opportunity Zones (QOZs).

  • Private Real Estate Investment Trusts (REITs).

  • Other alternative investment strategies.

 

Jeff also specializes in non-profit strategies, including planned giving using DSTs combined with

charitable remainder trusts and donor-advised funds.

 

A fifth-generation Texan, Jeff graduated from Texas A&M University in Agriculture Economics and holds advanced degrees in national security. He holds FINRA Series 63 and 22 securities licenses and is a member of the Realtors Land Institute (RLI) and the Texas Alliance of Land Brokers (TALB).

 

He serves on the Board of Directors for Patrol Base Abbate, a non-profit supporting the entire veteran community, and is a member of Tun Tavern Fellowship, a faith-based organization for Marines. He is married with three sons and enjoys the outdoors, good friends, and spending time on his family farm. His diverse experiences and commitment to service make him a trusted resource in the investment industry.

Partners

Our Partners

Member FINRA/SIPC

Investment results and distributions are not guaranteed. This information does not constitute an offering of, nor does it constitute the solicitation of an offer to buy, any securities. This material is not intended to provide any tax, legal, or Investment advice. Securities offered through Saxony Securities, Inc., Member FINRA/SIPC.

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FINRA has a public disclosure program known as BrokerCheck that provides information regarding the disciplinary history of FINRA members and their associated persons. The BrokerCheck Hotline Number is 1-800-289-9999. The FINRA website address is https://brokercheck.finra.org/

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Delaware Statutory Trust
Delaware Statutory Trust
1031 DST Exchange
Capital Gains Deferral

IRC Section 1031, IRC Section 1033, and IRC Section 721 are complex tax codes; therefore, you should consult your tax and legal professional for details regarding your situation. Any information provided on this site is for informational purposes only. Securities are offered through registered representatives of Saxony Securities, Inc., Member FINRA/SIPC. Office of Supervisory Jurisdiction branch located at 11152 South Towne Square, St Louis, MO 63123. Securities are only available in states where registered representatives are registered. Trusted Capital Partners and Saxony Securities, Inc. are separate entities.

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This site is not an offer to sell or a solicitation of an offer to buy securities. All real estate and DST properties contain risk. Please read the full private placement memorandum for a discussion of each property’s business plan and risk factors. There are no guarantees for projected cash flow and/or appreciation. Please do not invest in real estate or DST properties if you cannot afford to lose your entire investment principal. Past performance is not indicative of future results. Any information provided on this site has been prepared from sources believed to be reliable but is not guaranteed by Trusted Capital Partners or Saxony Securities, Inc. and is not a complete summary or statement of all available data necessary for making an investment decision. All photos are representative of the types of properties that Trusted Capital Partners has worked with in the past. Investors will not be purchasing an interest in any of the properties depicted unless otherwise noted.

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Investments in Delaware Statutory Trusts (DST) are speculative and involve substantial investment, real estate, and tax risks. There is no guarantee of cash flow, distributions, or real estate appreciation. Investors could lose some or all of their investment in a DST. Investors are encouraged to review the Confidential Private Placement Memorandum in its entirety and consult with their own legal, tax, financial, and business professionals before investing. Offers can only be made through the Private Placement Memorandum. All properties shown are Regulation D Rule 506c offerings available to accredited investors only (generally defined as having a net worth of greater than 1 million dollars and/or an entity owned entirely of accredited individuals or having gross assets of over 5 million dollars).  Please speak with your CPA and attorney to determine if you and your investing entity are considered accredited before considering an investment.

© 2024 by Trusted Capital Partners. Design by 3Bird Design, LLC.  

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