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.
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.
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Qualified Opportunity Zones (QOZs).
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Private Real Estate Investment Trusts (REITs).
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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.
