Bring something new to your   concentrated-equity clients

Tax deferral, diversification, and private jet access no other exchange fund offers.

Request a due dilligence pack

SEC Registered

Member of SPIC

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.

Defer and diversify

Clients transfer concentrated stock directly with no sale or tax event triggered.

Defer and diversify

Clients transfer concentrated stock directly with no sale or tax event triggered.

Use your custodian

Portal-based onboarding compatible with Schwab, Pershing, and major custodians.

Use your custodian

Portal-based onboarding compatible with Schwab, Pershing, and major custodians.

Offer a new product

The only exchange fund pairing tax-deferred diversification with private jet access.

Offer a new product

The only exchange fund pairing tax-deferred diversification with private jet access.

A simple way to offer exchange funds to more of your clients

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.

Request a due dilligence pack

Fee discounts available based on contribution size. Ask us when you get in touch.

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

ARGUS Platinum Rated

FAA Part 135 Certified

What our customers say about us

Our analysis showed that compared to traditional aviation programs, Craft's tax structure and capital efficiency can create eight-figure portfolio impacts in under a decade.
Chief Investment Officer
Single Family Office
Our analysis showed that compared to traditional aviation programs, Craft's tax structure and capital efficiency can create eight-figure portfolio impacts in under a decade.
Chief Investment Officer
Single Family Office

Our analysis showed that compared to traditional aviation programs, Craft's tax structure and capital efficiency can create eight-figure portfolio impacts in under a decade.
Chief Investment Officer
Single Family Office
Our analysis showed that compared to traditional aviation programs, Craft's tax structure and capital efficiency can create eight-figure portfolio impacts in under a decade.
Chief Investment Officer
Single Family Office

Our analysis showed that compared to traditional aviation programs, Craft's tax structure and capital efficiency can create eight-figure portfolio impacts in under a decade.
Chief Investment Officer
Single Family Office
Our analysis showed that compared to traditional aviation programs, Craft's tax structure and capital efficiency can create eight-figure portfolio impacts in under a decade.
Chief Investment Officer
Single Family Office