You've built something. Now it's time for real wealth.
Asset Classes
Blended according to goals. Growth. Income. Tax efficiency. Protection.
The offerings we bring to clients are curated. Quincy Wells has dedicated teams focused on sponsor relationships and due diligence. Every fund or program we work with has been evaluated on track record, experience, fee structure, and deal terms. We pass on double promotes, overleveraged structures, and sponsors without a history through a full market cycle. While many advisors have only recently entered private markets, our principals have spent 15 years building expertise in these markets.
Private Equity Real Estate
Multifamily, self storage, and other commercial real estate assets with institutional sponsors.
Oil & Gas
Direct participation programs incorporating tax strategies and cash flow.
Private Equity
Growth stage and buyout funds.
Private Credit
Senior secured lending generating consistent yield above public bond markets, with downside protection.
Infrastructure
Institutional infrastructure centered around three global megatrends: digital transformation, energy transition and expansion, and the enhancement of aging infrastructure.
Venture Capital
Diversified approach to early stage and higher growth companies for investors seeking asymmetric returns.
Where You Hold It Matters Too
The right account or structure can change your after-tax outcome significantly. Most investors use a fraction of what's available to them. These are some of many vehicles worth understanding.
SEP IRA
Business owners can contribute up to 25% of net self-employment income, up to $72,000 per year. Simple to set up, flexible contribution amounts, and compatible with private market investments through a self-directed custodian.
PPLI
Private Placement Life Insurance allows high-net-worth investors to hold private market assets inside a life insurance policy, with tax-free growth, a life insurance death benefit for estate planning, and potential asset protection depending on state law. Used by family offices for decades as a tax-efficient vehicle for alternative investments.
Self-Directed IRA
A retirement account that can hold private equity, real estate, private credit, and other alternative assets. Same tax treatment as a traditional IRA — what changes is the investment universe. Ideal for long-hold private market positions.
831(b) Plan
A captive insurance structure for businesses with high taxes or high and rising insurance costs. The business pays premiums to its own insurance company, which are deductible. The captive covers risks the commercial market prices poorly or excludes entirely. A risk management and tax planning tool for businesses with meaningful insurable exposures.
A more complete set of asset class exposure.
Accredited investors have access to private equity, private real estate funds, private credit, oil and gas, etc. We focus on and understand these well.
Traditional
With Alternatives
For illustrative purposes only. Not a recommendation or representation of any specific portfolio or investment strategy.
There is a difference between access and access + guidance.
Quincy Wells has been building knowledge, best practices, and relationships in private markets for 15 years, long before it became a trendy category for individuals and families. We know which sponsors hold up, which structures work better for a given situation, and which ones to skip.
Guides
Passive Multifamily Syndication Investing: How It Works and What to Look For
Multifamily syndications give accredited investors passive exposure to institutional apartment communities. Learn how the structure works, how returns are calculated, and how to evaluate a sponsor.
Self Storage Investing: What Investors Need to Know
Self storage has outperformed most commercial real estate categories for two decades. How self storage facility investment works, what drives returns, and what separates good sponsors from bad ones.
Oil and Gas Investing: The Tax Advantages and How It Works
Oil and gas investments offer accredited investors immediate tax deductions against ordinary income and monthly distributions from producing wells. Here is how it works and what to evaluate.
Private Equity in Your IRA: What You Need to Know
How a self-directed IRA can hold private equity investments — combining long-term private market returns with the tax advantages of a retirement account.
Ready to Learn More?
Tell us a bit about your situation. We'll figure out whether private market investing, tax strategy, or both make sense for where you are right now.