Opportunity Zone Advisor Center

Have you had, or are you expecting a capital gain? If so, you likely qualify for an opportunity zone investment. Speak with an advisor today to learn how you can take advantage of OZ tax benefits.

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$1 billion+

Assets under management

Top 300

Out of all RIAs in the u.s.

40+

Years experience 

 

Investor's Guide to Opportunity Zone Investing

 

- What are Opportunity Zones and Opportunity Zone Funds?

- What types of products do Opportunity Zone Funds invest in?
 
- What are the Tax Benefits of investing in QOZ Fund?
 
- How can you invest in a QOZ Fund?

 

  Download Free Guide

ozfh investor guide 3 pafe

 

DOWNLOADABLE RESOURCES

Check out our free and downloadable Opportunity Zone learning materials, designed to deliver you the most essential info when it comes to OZ investing.

OUR TEAM

Kim
  • Chief Compliance Officer at Belpointe Asset Management, LLC
  • 20+ Years in corporate, transactional, and securities law
  • Recipient of the Richard J. Daronco Award for Excellence in Litigation

 

 

Kimberly Raimondo

Kimberley Raimondo, Esq. is the Chief Compliance Officer of Belpointe Asset Management, LLC.  Kimberley is an experienced litigator with a specialization in corporate, transactional and securities law with over 20 years’ experience.

Attorney Raimondo is a graduate of Fairfield University, with a B.A. in English and Politics and she holds a Juris Doctorate degree from Pace University School of Law, where she was the recipient of the Richard J. Daronco Award for Excellence in Litigation. Kimberley joined Belpointe in 2011.  

Prior to joining Belpointe, Kimberley was in private practice for many years before founding her own law firm. Kimberley is dedicated to the empowerment of women and finance and women and business, a strong supporter of the arts and active as a volunteer in her community. Kimberley enjoys spending time with her husband, Robert and their four children at theatre, art museums or painting.

 

Robert Raimondo

Bob is a Managing Partner at Belpointe, responsible for Belpointe’s Advanced Planning & Insurance Divisions and is President of Belpointe Insurance, LLC.  

Bob has been in Finance since 2002. Prior to working in the financial services industry, Bob worked at one of the world’s largest law firms (Skadden Arps; Phillips Nizer) and companies (Philip Morris;  Kraft Foods) on large scale litigation and trademark infringement as well as serving as counsel to high net worth individuals on matters related to private investments and estate planning. Bob earned his Juris (JD) Doctorate at Boston College Law School  and his undergraduate degree from Fairfield University (BA).

Currently, Robert lives in Ahwatukee, a suburb of Phoenix, AZ where he is actively involved in the community as a volunteer for local organizations, including the East Valley Estate Planning Council; the Ahwatukee Chamber of Commerce and as a member of the Board of Directors for Keystone Montessori, which he served as president of from 2012-2017

Bob
  • Managing Partner at Belpointe
  • President of Belpointe Insurance, LLC
  • Worked for the world’s largest law firms (Skadden Arps; Phillips Nizer)
  • Counseled high net worth individuals on matters related to private investments and estate planning

 

 

FAQ

 

497

Opportunity Zones Covered

 

$12,970,200+

In Capital Gains Saved

 

Over $6,200,000,000

Total AUM

Get a free OZ Advisor consultation today