Solutions for Community Banks, their Clients, and Investment Professionals
Private Wealth Management
Our sister firm, jhh wealth llc, is a financial services company and SEC-Registered Investment Advisor based in Charlotte, NC that provides cost effective-yet unique investment solutions to protect and grow wealth. Through direct access to communication with senior account managers, best in-class experienced senior investment advisors, products thoughtful consideration of client needs and priorities, and a boutique service culture, jhh provides a broad range of wealth advisory investment solutions clients and their families.
Ewing has a history of advising and structuring private financing for its clients, raising various types of debt and equity capital for acquisition financing and corporate growth.
Advisory & Support Services
- Fairness opinions
- Stock valuations
- Merger & acquisition advisory services
- Ownership transition consulting
Ewing’s advisory services are driven by gaining a thorough understanding of its client’s needs and expectations and exploring all options for achieving maximum value.
1031 Exchange Opportunities
Typically, when an investor wishes to defer capital gains taxes on a sale of an investment property, the investor generally thinks about reinvesting the proceeds in another real estate venture. However, there are other unique investments that qualify for a 1031 exchange. Through existing relationships, Ewing can provide these investors 1031 exchange opportunities in unique investment opportunities that include:
- Oil and gas, minerals and royalties:
- Opportunity Zone Funds | DST Listings