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Legacy Private Wealth Launches Comprehensive Tax Mitigation Advisory Firm

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Legacy Private Wealth today announced its formal launch as a specialized tax mitigation advisory firm. The firm provides sophisticated investment and tax planning strategies for Real Estate, Business Owners and High Net Worth Investors nationally, leveraging 1031 DST Investments, Bonus Depreciation, Charitable Donations, Tax Credits, and Opportunity Zone structures, to manage active and passive income.

Founded by Dan Werry, JD, MBA, a passive income investment real estate professional with more than three decades of experience in law, taxation, and real estate finance. Legacy Private Wealth offers a multidisciplinary approach designed to assist clients in attempting to achieve tax deferral and mitigation, wealth growth, tax efficient income, and long-term estate preservation. “Effectively helping clients utilize the IRS tax code often may save $100,000’s if not hundreds of thousands annually says Werry.  The primary tax mitigation incentives are focused within real estate investment and ownership including real estate professionals”.

Legacy Private Wealth’s comprehensive financial services are built around coordinated planning and tax-optimized structures, including:

  • 1031 DST Investments: Access to institutionally managed passive potential income Delaware Statutory Trust (DST) offerings.
  • Business & Sale Planning: Effective advance planning can enable business owners to keep more of their proceeds, with proper planning and structuring.
  • Bonus and Accelerated Depreciation: Whether you are considering a 1031 Exchange alternative or are an eligible investor seeking to utilize depreciation to offset taxable income for low basis real estate or a real estate professional.
  • Qualified Opportunity Zones: Financial services for investments designed to provide tax deferral on capital gains (non-real estate) such as the sale of appreciated stock, or as an alternative to a 1031 Exchange.
  • Charitable Donation Strategies: Planning frameworks that incorporate tax-advantaged giving structures to meet philanthropic and tax mitigation goals for 1099 and W2 professionals.
  • Equity-Out 1031 DST Structures: Portfolio strategies designed to provide liquidity while maintaining critical tax deferral benefits.
  • Tax Credits:  Are an effective approach to lessening your net taxes paid

The firm’s launch reflects a strategic commitment to providing investors with a deep, coordinated planning service to navigate the complexities of tax-efficient real estate ownership, from straightforward 1031 exchanges to highly complex wealth transfer and tax mitigation structures.

About Legacy Private Wealth

Legacy Private Wealth is an investment and tax strategy firm providing comprehensive tax mitigation and investment solutions to real estate, high net worth and business owners nationwide. The firm specializes in coordinated planning across various tax-efficient strategies to serve legacy-focused investors.

For media inquiries or more information, visit www.legacyprivatewealth.us or call 888-410-1031.

For more information on Emerson Equity, please visit FINRA’s Broker Check website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services. This is not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only.

Securities through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.

1031 Risk Disclosure:

There is no guarantee that any investment strategy will be successful or achieve its intended objectives. All real estate investments carry the potential for a decline in property value over the life of the investment. The income stream and depreciation schedule associated with any investment property may influence the property owner’s income bracket or overall tax status. In certain cases, an unfavorable tax ruling could revoke the deferral of capital gains, resulting in immediate tax liabilities. Additionally, financed real estate investments carry the inherent risk of foreclosure. These offerings are typically structured as private placements and are considered illiquid securities, with no available secondary market. Investors should also be aware that if a property unexpectedly loses tenants or suffers substantial damage, monthly cash flow distributions may be reduced or suspended altogether. Lastly, the fees and expenses incurred in connection with the transaction may reduce overall returns and could potentially outweigh the anticipated tax benefits.

Opportunity Zone Disclosures

Investing in opportunity zones is speculative. Opportunity zones are newly formed entities with no operating history. There is no assurance of investment return, property appreciation, or profits. The ability to resell the fund’s underlying investment properties or businesses is not guaranteed. Investing in opportunity zone funds may involve a higher level of risk than investing in other established real estate offerings.
Long-term investment. Opportunity zone funds have illiquid underlying investments that may not be easy to sell and the return of capital and realization of gains, if any, from an investment will generally occur only upon the partial or complete disposition or refinancing of such investments. 
Limited secondary market for redemption. Although secondary markets may provide a liquidity option in limited circumstances, the amount you will receive typically is discounted to current valuations. 

Difficult valuation assessment. The portfolio holdings in opportunity zone funds may be difficult to value because financial markets or exchanges do not usually quote or trade the holdings. As such, market prices for most of a fund’s holdings will not be readily available. 
Capital call default consequences. Meeting capital calls to provide managers with the pledged capital is a contractual obligation of each investor. Failure to meet this requirement in a timely manner could elicit significant adverse consequences, including, without limitation, the forfeiture of your interest in the fund.
Leverage. Opportunity zone funds may use leverage in connection with certain investments or participate in investments with highly leveraged capital structures. Leverage involves a high degree of financial risk and may increase the exposure of such investments to factors such as rising interest rates, downturns in the economy or deterioration in the condition of the assets underlying such investments.
Unregistered investment. As with other unregistered investments, the regulatory protections of the Investment Company Act of 1940 are not available with unregistered securities. 
Regulation. It is possible, due to tax, regulatory, or investment decisions, that a fund, or its investors, are unable to realize any tax benefits. You should evaluate the merits of the underlying investment and not solely invest in an opportunity zone fund for any potential tax advantage. 

Media Contact

Organization: Legacy Private Wealth

Contact Person: Dan Werry

Website: https://www.legacyprivatewealth.us

Email: Send Email

City: Sheridan

State: Wyoming

Country:United States

Release id:38885

The post Legacy Private Wealth Launches Comprehensive Tax Mitigation Advisory Firm appeared first on King Newswire. This content is provided by a third-party source.. King Newswire makes no warranties or representations in connection with it. King Newswire is a press release distribution agency and does not endorse or verify the claims made in this release. If you have any complaints or copyright concerns related to this article, please contact the company listed in the ‘Media Contact’ section

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Press Release

FINATRADES of RAMINVEST Holding and CVMR Corporation Announce the Creation of a US $7 Billion Gold-Backed

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CVMR® Corporation, a global mining and metal refining corporation, and FINATRADES, a digital finance and trading platform, are pleased to announce the signing of an agreement creating the U.S.-based, Critical Materials Fund Corporation (“CMFC”).

September 2, 2025 — CVMR® Corporation, a global mining and metal refining corporation, and FINATRADES, a digital finance and trading platform, are pleased to announce the signing of an agreement creating the U.S.-based, Critical Materials Fund Corporation (“CMFC”). CMFC will finance the development and refining of critical metal resources. This landmark collaboration will leverage the strengths of both organizations in creating and managing a secure, traceable, and tradable supply chain of mineral assets and digital representations of those refined physical assets. Digital metal assets will be tokenized and integrated into the FINATRADES’ platform, enabling a broad range of financial options including trading, collateralization, lending, and settlement.

The FINATRADES and CVMR® collaboration focuses on the tokenization, development and exchange of metal assets, particularly precious metals and critical materials including Rare Earth Elements (REEs), high performance metals and uranium. Investors’ capital will receive the added benefit of having their investment fully backed by actual and proven gold reserves. CVMR®’s proven reserves of critical mineral assets exceed US $25 billion in value. CMFC’s mineral assets will be delivered through its secure supply chain and final products will be produced and refined using CVMR®’s proprietary technologies and systems, tokenized through FINATRADES’ platform.

FINATRADES’ financial ecosystem is leveraged to provide convenient, accessible and efficient digital instruments for CMFC while CVMR® will manage the acquisition, development, operations and marketing of refined metals.

The FINATRADES platform goes live this month (September 2025) with an initial token offering fully backed by physical gold reserves.

About FINATRADES

FINATRADES is a next-generation digital platform that streamlines international trade, payments and financing operations with unmatched efficiency. Strengthened by its Swiss-licensed financial institution, FINATRADES offers advanced financial services including multi-currency and digital accounts, in addition to secure asset tokenization. FINATRADES combines cutting edge financial technology with the trust and regulatory strength of Switzerland to offer fast, compliant and risk-mitigated solutions. FINATRADES and FINATRADES FINANCE SA are part of the RAMINVEST Holding ecosystem where together they manage both large-scale international trades and routine financial operations. Headquartered in the prestigious Dubai International Financial Centre (DIFC), with a legacy rooted in delivering sophisticated financial instruments and smart trade facilitation, RAMINVEST Holding has built a resilient network of specialized subsidiaries such as WINCOMMODITIES DMCC and WINGOLD & METALS DMCC, each focused on solving real world trade and financial challenges. From addressing hard currency shortages with innovative barter systems to enabling direct access to global commodities markets, RAMINVEST Holding is more than a holding company, it is a catalyst for sustainable economic growth and financial empowerment.

About CVMR® Corporation

CVMR® is a mining and refining corporation with its head office located in Toronto and operations in 22 countries. It provides a supply of critical mineral resources for refining at CVMR® Corporation in Canada, CVMR® (USA) Inc. in the United Staes, at CVMR® (Albania) Sh.P.K. in Europe, CVMR® MADENCİLİK SANAYİ VE TİCARET LİMİTED ŞİRKETİ in Turkiye, and in Africa through 6 African based operations. CVMR®’s mining and refining operations ensure direct involvement of the host countries’ governments. Integrated management of CVMR® refining operations with metal markets supply and inventory control of finished products delivers accountability for industrial market commitments. CVMR® refines metals, mostly in nickel, iron, cobalt, PGEs, copper, gold, silver, lithium, tantalum, niobium, molybdenum, vanadium, scandium, uranium, REEs and manufactures high value metal products. Over the past 40 years, CVMR® has developed a unique, patented, series of processes and technologies based on its proprietary vapor metallurgy platform used in refining of transition metals to manufacture various metal powders, nano-powders, complex net shapes and products.

CVMR®’s refining/manufacturing process produces metal products with exceptionally high purity and unique performance characteristics.

For more information, please visit CVMR Corporation and email info@cvmr.ca

Media Contact

Organization: CVMR Corporation

Contact Person: Kiana

Website: https://cvmr.ca/

Email: Send Email

Country:United States

Release id:38950

The post FINATRADES of RAMINVEST Holding and CVMR Corporation Announce the Creation of a US $7 Billion Gold-Backed appeared first on King Newswire. This content is provided by a third-party source.. King Newswire makes no warranties or representations in connection with it. King Newswire is a press release distribution agency and does not endorse or verify the claims made in this release. If you have any complaints or copyright concerns related to this article, please contact the company listed in the ‘Media Contact’ section

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Press Release

Conservation Travel Africa Highlights Growing Opportunities for Mature Volunteers in Ethical Primate Conservation

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Harare, Zimbabwe, 12th Dec 2025 – Conservation Travel Africa is celebrating the continued growth and success of its ethical Primate Volunteer Program in Zimbabwe, with a particular rise in mature and senior volunteers seeking meaningful, hands-on conservation experiences. The programme—based at one of Zimbabwe’s most respected wildlife sanctuaries—offers volunteers of all ages the opportunity to work closely with rescued and orphaned primates, contributing directly to long-term rehabilitation and welfare.

The sanctuary provides a safe haven for primates affected by the illegal pet trade, habitat loss, and human-wildlife conflict. Volunteers play a vital role in supporting daily care, enrichment, enclosure management, and behavioural observation, all within a highly ethical framework that prioritises animal wellbeing.

A Welcoming Space for Mature Volunteers

Conservation Travel Africa continues to see increasing numbers of volunteers aged 50+ choosing its projects, drawn by supportive environments, comfortable accommodations, and opportunities to contribute meaningfully to conservation while experiencing Africa in an authentic and engaging way.

Among the most popular programmes for mature volunteers is the Primate Conservation Program in Zimbabwe—an intimate, hands-on experience ideal for those seeking a small, friendly sanctuary environment. Volunteers work alongside dedicated local staff, gaining insight into the daily realities of wildlife rescue while building strong connections within the team.

Other Mature-Friendly Volunteer Opportunities

Beyond primate care, Conservation Travel Africa offers a wide range of projects designed to suit different interests, skill levels, and comfort preferences:

  • Community Outreach – Victoria Falls, Zimbabwe: Very small group sizes create a personalised and flexible volunteering experience. Project managers tailor activities according to community needs and the skills volunteers bring.
     
  • Big 5 National Parks, Zimbabwe: Run by an experienced couple in their 60s, this field assistant role allows volunteers to shadow seasoned conservationists as they carry out real-time wildlife monitoring and management across major parks.
     
  • Rhino & Elephant Program, Zimbabwe: With structured days, a family-style environment, and comfortable accommodation, this programme is ideal for first-time older volunteers seeking a supportive and familiar setting.
     
  • Endangered Wildlife Monitoring, South Africa: Popular with travellers who have previously been on safari, this research-focused programme offers in-depth exposure to conservation management in a vast protected area.
     
  • Humpback Whale Expedition, Mozambique: A unique marine project that requires no diving experience. Volunteers swim with and monitor whales while supporting ongoing scientific research, all from comfortable accommodation in a remote coastal setting.
     
  • Environmental Conservation, Malawi: Perfect for bird enthusiasts, this programme blends community engagement with river-based conservation work, exceptional birding, and a camping weekend in Majete Wildlife Reserve.
     

“We’re seeing a real shift in the way people want to travel later in life,” said Jane Palmer, Marketing Manager at Conservation Travel Africa. “Around 30% of our volunteers are over 50, and many are now boldly embarking on their first solo adventure. Programs like our Primate Conservation Project give mature volunteers a chance to reconnect with nature, make a meaningful impact, and experience Africa in a truly hands-on way.”

Ethical, Impactful Volunteering

Conservation Travel Africa remains committed to responsible wildlife experiences. All projects are operated in partnership with leading African sanctuaries, ensuring the highest standards of animal welfare. Unlike exploitative wildlife tourism, these programmes are non-commercial, with no breeding, performance, or hands-on activities that compromise animal wellbeing.

How to Join

Limited-time savings are available for volunteers joining the Primate Conservation Program in 2025, offering an added incentive for those ready to take the next step in their conservation journey. No prior experience is required—only enthusiasm, a willingness to learn, and a desire to contribute to meaningful wildlife protection.

To learn more or reserve your place, visit: conservationtravelafrica.org

About Conservation Travel Africa

Conservation Travel Africa partners with ethical wildlife and community initiatives across the continent. The organisation’s mission is to support long-term conservation goals through responsible volunteering, empowering local communities, and protecting vulnerable species and habitats.

Media Contact

Organization: Conservation Travel Africa

Contact Person: Jane Palmer

Website: https://conservationtravelafrica.org/

Email:
info@conservationtravelafrica.org

Address:1st Floor, Building B, Nautica Commercial Centre, Royal Road, Black River

Country:Mauritius

Release id:38023

The post Conservation Travel Africa Highlights Growing Opportunities for Mature Volunteers in Ethical Primate Conservation appeared first on King Newswire. This content is provided by a third-party source.. King Newswire makes no warranties or representations in connection with it. King Newswire is a press release distribution agency and does not endorse or verify the claims made in this release. If you have any complaints or copyright concerns related to this article, please contact the company listed in the ‘Media Contact’ section

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Press Release

Lawcris Unveils their MaterialHub – A Bold New Creative Space in Leeds

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Leeds, United Kingdom, 12th Dec 2025 – Lawcris, a leading name in the supply of decorative panels and worktops, have launched their new MaterialHub. This inspiring new creative space designed exclusively for interior designers, architects, furniture makers and shop fitters.

In a world dominated by AI and digital design, the MaterialHUB is a bold, physical space built to bring back hands-on creativity and real-world material exploration for interior designers and specifiers.

The Lawcris MaterialHUB is a destination for imagination… with a twist. A train-themed creative hub that takes you on a journey through inspiration, materials, and innovation at every stop. Showcasing decorative panels from industry giants, the MaterialHUB is a tactile, trend-led destination, designed to empower the next generation of design thinking.

Inside, visitors will find an unrivalled selection of swatch books, coaster-size samples, perfect for moodboards, A4 takeaways, and large-scale A3 and A2 displays to experience true scale. For those who want to see the bigger picture, full sheets are showcased in the adjoining warehouse, offering designers a rare opportunity to view entire patterns and textures in person.

Lauren Barker, the person behind the design of the MaterialHUB, says, “The moment you walk in, your creative brain just explodes! The train theme is just the start… We’ve got actual suitcases made from decors, graffiti panels offering an urban underground edge, a control room with light displays and more inspiration than you can shake a swatch at. It’s a full-on designer playground packed with the latest trends and panel tech so you’ll never fall behind. You don’t just visit the MaterialHUB… you experience it!”

Located in Leeds, the MaterialHub brings functionality, inspiration, and collaboration all together under one roof. This creative space is free to use and aims to help designers develop their ideas, connect with clients, and discover new materials in a fresh, engaging way.

With free access, ample parking, superfast WiFi, and barista-style coffee on tap, the MaterialHUB has been designed as the ultimate resource for professionals shaping tomorrow’s interiors. Whether you’re selecting decors, building client presentations, or seeking trend inspiration, the MaterialHUB is your new creative home.

Explore the Features of this Creative Playground

The MaterialHub has been thoughtfully designed with a variety of purpose-built zones that cater to every stage of the creative process:

Snack & Spec Cafe

A relaxed café-style area that offers free snacks and drinks stations and provides a welcoming environment for professionals to catch up with a colleague, sketch out ideas, or meet with new clients.

The Control Room

A fully equipped boardroom space for presentations, client meetings, and video calls. Its professional, private and practical design is ideal for making a positive first impression.

The Luggage Lounge

An informal, lounge area perfect for brainstorming sessions, team catch-ups, or casual client chats. Plus, professionals can take a break with ‘The Forgotten Case’, an escape-room-inspired team-building game that aims to spark creativity and boost problem-solving skills.

Sample Switchboard

Their Sample Switchboard hosts an extensive range of materials and finishes from top brands including Egger, Kronospan, Fundermax, Emporio Skin, and Hanex.

Free to Use 

The MaterialHub is completely free to use and is open exclusively to interior designers, architects, and other creative professionals. To book this space, designers simply need to contact the Lawcris team.

For more information or to arrange a visit, contact materialhub@lawcris.co.uk.

About Lawcris

Lawcris is a leading UK-based supplier of premium wood-based panels and surface materials. Known for quality, service and innovation, they support interior designers and manufacturers with an extensive product portfolio and a customer-first approach.

Media Contact

Organization: Lawcris

Contact Person: Matthew Hines

Website: https://www.lawcris.co.uk/

Email:
sales@lawcris.co.uk

Contact Number: +441132177177

Address:Knowsthorpe Gate, Leeds, West Yorkshire, LS9 0NP

City: Leeds

Country:United Kingdom

Release id:38997

The post Lawcris Unveils their MaterialHub – A Bold New Creative Space in Leeds appeared first on King Newswire. This content is provided by a third-party source.. King Newswire makes no warranties or representations in connection with it. King Newswire is a press release distribution agency and does not endorse or verify the claims made in this release. If you have any complaints or copyright concerns related to this article, please contact the company listed in the ‘Media Contact’ section

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Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.

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