Alternative Investments & Lending
Expand Your Portfolio. Elevate Your Strategy.
At Citrus Advisory, we help clients move beyond the conventional 60/40 portfolio model by integrating alternative investments and lending strategies into a broader financial plan. These non-traditional assets—such as private equity, real estate, structured notes, and private credit—offer powerful opportunities for diversification, income generation, and long-term growth.
What sets Citrus Advisory apart is our integrated team approach. Your financial advisor, CPA, tax planner, and insurance professional work together to ensure every alternative investment is aligned with your overall financial goals, risk tolerance, and tax strategy.
Private Equity & Venture Capital
Investing in private companies can offer outsized returns and access to innovation. Whether through direct investments or private equity funds, our team helps you evaluate opportunities, structure deals, and understand the tax implications—such as capital gains treatment, carried interest, and Qualified Small Business Stock (QSBS) exclusions
Private Real Estate
Real estate remains a cornerstone of alternative investing. From income-generating properties to development projects, we guide you through due diligence, financing, and tax strategies like depreciation, 1031 exchanges, and passive income optimization. Our lending partners also offer access to real estate-backed loans for liquidity and leverage.
Structured Notes
Structured notes combine debt and equity components to offer customized risk-return profiles. These instruments can provide capital protection, enhanced yield, or market-linked growth, depending on your goals. We help you select notes that match your financial horizon and integrate them into your portfolio with full transparency on fees, risks, and tax treatment.
What Makes Our Advisory Services Different?
Cross-Functional Collaboration
Your CPA, financial planner, insurance strategist, and business consultant work as one team—sharing insights, aligning strategies, and delivering a 360° view of your financial world.
Customized, Not Cookie-Cutter
Every plan is tailored to your unique goals, risk profile, and life stage—no templates, no shortcuts.
Proactive, Not Reactive
We don’t wait for tax season or market shifts to act. We anticipate challenges and opportunities, helping you stay ahead of change and in control of your future.
At Citrus Group, we harness the power of artificial intelligence and advanced analytics to elevate every aspect of your financial strategy. Our AI-enhanced advisory platform doesn’t just crunch numbers—it uncovers patterns, predicts outcomes, and empowers you to make smarter, faster, and more confident decisions. Here’s how we integrate AI into your financial journey:
1- Real-Time Financial Intelligence
Our AI tools continuously analyze your financial data—cash flow, expenses, investments, and tax exposure—to identify trends, anomalies, and opportunities in real time. This allows us to:
Detect inefficiencies before they become costly
Optimize tax positions dynamically throughout the year
Provide instant scenario modeling for major decisions
2- Predictive Planning & Forecasting
We use machine learning models to simulate future financial outcomes based on your current trajectory and market conditions. This helps you:
Forecast cash flow and capital needs
Model retirement and estate scenarios
Stress-test your business under different economic conditions
Private Credit & Lending Solutions
Private lending, also known as private debt—offers attractive yields and lower correlation to public markets. Whether you're investing in direct lending, distressed credit, or asset-backed loans, we help you assess borrower risk, structure terms, and understand how income is taxed
For business owners, we also offer custom lending solutions to support growth, acquisitions, or succession planning.
Tax-Efficient Structuring
Alternative investments often come with complex tax implications, including:
Capital gains vs. ordinary income
Depreciation and recapture
UBTI (Unrelated Business Taxable Income)
Offshore fund considerations
Tax-loss harvesting strategies
Our in-house tax professionals work proactively to minimize your tax liability and maximize after-tax returns, ensuring every investment is structured with compliance and efficiency in mind
Integrated Planning for Long-Term Success
At Citrus Advisory, alternative investments are never siloed. We integrate them into your estate plan, risk management strategy, and retirement roadmap. Whether you're seeking growth, income, or legacy-building, our team ensures your investments are working in harmony—not isolation.
Ready to Explore What’s Beyond the Traditional Portfolio?
At Citrus Advisory, we don’t just offer access to alternative investments, we offer clarity, confidence, and coordination. Our integrated team of financial advisors, CPAs, tax planners, and insurance professionals work together to ensure every investment decision is aligned with your broader financial vision.
Whether you're seeking diversification, enhanced returns, or strategic lending solutions, we’re here to guide you with expertise and integrity.
Let’s Build a Smarter, More Resilient Portfolio Together.
Schedule a Consultation Today
Contact Us
Ready to protect your business with expert risk management? Contact Citrus Group Global today.
Phone: (888) 530-1930
Address: 16500 San Pedro Ave Ste 295, San Antonio, TX 78232
Citrus Group Global – Where Your Success is Our Strategy.
Get In Touch With Citrus Group
See how we can help your business thrive
Our unique approach, combined with the experience and expertise of our professional team, enables us to offer innovative solutions for our clients.
US Corporate
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Office – (888) 530-1930
Citrus Audit Group
Address – Cheyenne, 1063 Capitol Avenue Suite 413, Cheyenne, WY 82001
Tel – (888) 530-1930
Citrus Insurance Group
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Tel – (888) 530-1930
Citrus Advisory
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Tel – (888) 530-1930
Citrus Group Global provides integrated professional services worldwide.
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