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Services
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How we work
BRIDGING THE GAP
Elliott Family Office
is a group of Self-Directed (SD) Retirement Plans
investing in
private notes, real estate, precious metals and other alternatives.
By using 3rd Party Custodians,
SD Plans gain access to a broader array of choices in their portfolios beyond traditional stocks, bonds and mutual funds.
This allows investors to actively manage risk and expectations
with quantified known, cash-on-cash returns.
We partner with pre-qualified individuals and small businesses, bridging the gap in the lending space.
Returns on Investment can better compound inside of
tax-deferred & tax-free
retirement plans
when protected from taxation.
WHERE RETURNS ARE MUTUALLY BENEFICIAL
Client Feedback
01
Business Owner
Elliott Family Office transformed my investment portfolio with their expert guidance, helping me achieve my financial goals.
02
Real Estate Investor
Their insights and strategies have been invaluable! I trust them completely with my investments.
03
Small Business Owner
Their personalized approach and knowledge of real estate make Elliott Family Office stand out among financial firms.