Bring something new to your concentrated-equity clients
Tax deferral, diversification, and private jet access no other exchange fund offers.
SEC Registered
Member of SPIC
Secure Asset Protection
Secure Asset Protection
Be the best wealth advisor to your clients
Qualify more clients
Contributions start at $100K, opening exchange fund strategies to more of your book.
1. Check client eligibility
Confirm the fund has remaining allocation for the specific ticker your client holds.
2. Share Craft Pod materials
Request a due diligence pack and share fund details and disclosures with your client.
3. Complete onboarding
Pre-fill client details via the portal ready for your client to review and sign off.
4. Receive ongoing reporting
Monitor your client's position through the advisor portal once onboarding is complete.
About the Craft exchange fund
The 721 exchange
An established tax code that lets clients contribute stock, defer capital gains, and receive a diversified portfolio.
The 7-year term
Holding period reserves full tax deferral benefits and gives your client's capital the time it needs to compound.
The returns
Steady 6% cash yield or equity returns — depending on your client's programme — earned without the single stock risk.
The private jets
Built into the fund through aircraft ownership. When members aren't flying, the fleet generates income that flows back to the fund.
"The tax advantages alone make Craft a no-brainer."
Michel Cord
Tech Founder
— Craft Client
In capital gains deferred at entry
Tech Founder
$2.3M
Expected net portfolio benefit over fund term
Glidepath
$7.5M
Effective flying costs vs $30,000/mo with NetJets
Glidepath
$7,450/hr
Institutional safeguards at every layer of your investment
SEC Registered
Custodied with UBS
ARGUS Platinum Rated
FAA Part 135 Certified
"This is the right product at the right time. Craft is opening a structure historically reserved for the ultra-wealthy to the people building today's most valuable companies."
— Seth Berman, Susa Ventures via WealthManagement.com, May 2026
SEC Registered
Member of SIPC
Secure Asset Protection
Privacy by Design
Start offering exchange funds to more of your clients
