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Tax, Estate, Wealth Advisors

For Trusted Advisors

Tax-Efficient Senior Housing Investments for Wealth Advisors

Empower Your Clients with Income, Impact, and Tax Efficiency.

At Haven Senior Living Partners, we partner with CPAs, estate attorneys, tax strategists, and wealth advisors to deliver senior housing investment opportunities designed for long-term cash flow, asset protection, and multi-generational wealth preservation.

Why Tax & Estate Professionals Trust Senior Housing

  • ✅ Accelerated depreciation (bonus and cost segregation)
  • ✅ Qualified Opportunity Zone (QOZ) strategies available
  • ✅ 1031 exchange-compatible real estate investments
  • ✅ Predictable passive income for trusts, estates, and family LLCs
  • ✅ Direct alignment with legacy, impact, and wealth transfer goals

How We Support Your Advisory Practice

We serve as an extension of your advisory team—helping you bring tax-smart, values-aligned real estate opportunities to your most discerning clients. Our process is turnkey, transparent, and built around client success.

  • 📄 White-labeled investment materials and due diligence packages
  • 🧾 Tax documentation support and CPA collaboration
  • 🧠 Education for clients on estate planning + real estate integration
  • 💼 Strategic co-investment options for trust-held or legacy assets

Who This Is For

Ideal for advisors working with:

  1. 📊 High-net-worth clients facing capital gains exposure
  2. 🏛️ Families preparing for intergenerational wealth transfers
  3. 🧾 Clients with trusts or charitable giving plans
  4. 🧠 Ultra-HNW clients seeking legacy + impact strategies

Let’s Collaborate

Our investment platform is built with your client's success in mind—and your firm’s reputation at heart. Let’s explore how we can help you deliver stronger after-tax returns and meaningful impact through senior housing.

📞 Book a Strategy Call

Bring your clients private real estate strategies with meaningful income and multigenerational impact.

  • Referral kits and trust-aligned content
  • Estate integration and step-up planning
  • Tax-advantaged structures for LPs
  • Exclusive case studies and templates
Refer a Client Now
Download the CPA and Wealth Advisor White Paper

Why Trust Haven Senior Living Partners

At Haven, we specialize in purpose-driven senior housing investments backed by a deep commitment to integrity, performance, and impact.

We bring decades of real estate expertise, strong operator relationships, and a consistent track record across economic cycles — including over $1 billion in real estate transactions.

Whether you're a high-net-worth investor, family office, RIA, or trusted advisor, our values are aligned with yours: stability, stewardship, and meaningful legacy.

You can trust Haven to protect and grow capital with discipline, communicate with transparency, and deliver with excellence.