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Ascension OZ Advisors
About
Opportunity Zone Strategy & Structuring:
We provide comprehensive advisory services for forming, structuring, and managing Qualified Opportunity Funds (QOFs) and Qualified Opportunity Zone Businesses (QOZBs).
Our guidance forms the framework for the Opportunity Zone program requirements while strategically positioning investors to maximize the program’s tax advantages. We focus on optimizing investor returns and driving meaningful community impact through thoughtful, strategic Opportunity Zone investment execution.
Mission
At Ascension OZ Advisors, our mission is to empower investors to confidently navigate the complex and evolving Opportunity Zone landscape. We combine deep technical expertise with strategic insight to help our clients structure compliant, tax-advantaged investments that not only preserve and grow wealth but also drive meaningful economic revitalization in underserved communities. By delivering hands-on guidance across every stage of the Opportunity Zone investment lifecycle — from fund formation to asset management and exit strategies — we help investors maximize returns, minimize risk, and achieve lasting impact aligned with the spirit and intent of the Opportunity Zone program.
VISION
At Ascension OZ Advisors, we envision a future where strategic Opportunity Zone investments act as a catalyst for lasting wealth, revitalizing communities, and reducing economic disparities across America. Our goal is to be the trusted leader in Opportunity Zone advisory services, empowering investors to achieve exceptional returns while fostering transformative, sustainable growth in communities that need it most. We are dedicated to upholding the highest standards of excellence, integrity, and impact in every investment we facilitate. Join us in shaping a brighter, more equitable future.
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