PROFESSIONAL OPPORTUNITY FUND MANAGEMENT SERVICES
Appropriate investor relations is increasingly time-consuming and the failure to effectively communicate is a nearly certain recipe for trouble. At ELLAVOZ, we not only understand the tax complexities of Qualified Opportunity Fund Management but we also take the time to understand the complexities of each investor.
ATTORNEY/CPA/FINANCIAL ADVISOR RELATIONSHIP MANAGEMENT
Our management service does not replace existing professional relationships but we will consult and coordinate with your existing professionals to meet the needs of the Qualified Opportunity Fund operation.
Investor fund accounting and management of project draw down administration and time sensitive tax law requirements are key to a successful Qualified Opportunity Fund. Services include managing your outside tax and accounting experts and coordinating annual audits, if necessary, by independent CPA Firms.
INVESTMENT FUNDS MANAGEMENT
We only release investor funds in accordance with the project escrow agreement. We will attend periodic meetings with project sponsors and developers to monitor compliance with agreed upon sources and uses of funds.
Monitoring and reporting of project outcomes. We have a proprietary system for monitoring and tracking the progress of the Qualified Opportunity Fund in achieving measurable objectives: both financial and impact. As such, we monitor Fund Objectives quarterly and report annually on progress in achieving the Fund Goals.
BENEFITS OF MANAGEMENT SERVICES FOR YOUR ORGANIZATION’S QUALIFIED OPPORTUNITY FUND
- Professional full-time management team available for consultation on Qualified Opportunity Fund issues.
- Attendance for two (2) at annual ELLAVOZ Opportunity Fund Conference.
- Members only access to other shared values investment in Opportunity Zones.
- Member only access to ELLAVOZ website content for one (1) year.
FOR MORE INFORMATION CONTACT:
Robert H. Hutchins,
CEO (908) 330-2029
VP (732) 616-8847