Our Services
At Iron Ridge Advisors, we specialize in working with landowners to protect their wealth and secure their legacy through Delaware Statutory Trust (DST) strategies and 1031 exchanges. We provide clear guidance, trusted connections, and step-by-step support so you can move confidently from active land ownership into passive, professionally managed real estate.
We Build Long-Term Financial Plans That Stand the Test of Time.
With the right plan and steady follow through, the wealth you’ve worked hard for can last for generations. But nothing eats it up faster than taxes. At Iron Ridge Advisors, we slow down, listen, and get to know what really matters—your family, your land, your way of life, and the values you want carried forward. From there, we help shape a long-term plan that can adjust as life changes.
We also team up with the people you already trust—your attorney, CPA, and other advisors—always working as your advocate. Our job is simple: protect what you’ve earned, cut down the tax bite, keep your paperwork and plans in good order, and give your assets the chance to potentially grow. The end result? Peace of mind, knowing your legacy is in good hands.
Iron Ridge Estate & Trust Services include:
Wealth Transfer
Custom Trust Solutions
Estate Planning & Guidance
Tax-Smart Strategies
DST Investment Strategies
Iron Ridge Advisors helps agricultural landowners—farmers, ranchers, and rural families—sell property and complete tax-deferred 1031 exchanges into Delaware Statutory Trusts (DSTs). This transition moves them from active land management into passive, professionally managed real estate that preserves wealth, provides potential tax-sheltered income, and protects their family legacy.
When it comes to DSTs, it’s all about the people. Our strength lies in the DST companies (sponsors) we partner with—long-standing relationships built over decades. We are highly selective, approving typically fewer than 10% of DSTs on the market, so our clients see only carefully vetted, high-quality opportunities.
By working with Iron Ridge Advisors, you gain access to trusted relationships, a proven track record, and personalized guidance. We provide clear direction and step-by-step support to help you transition from active land ownership into passive, professionally managed real estate investments that preserve wealth and legacy for future generations.
Legacy & Estate Planning Support
Planning for the next generation is just as important as planning for retirement. Delaware Statutory Trusts (DSTs) can simplify inheritance by dividing ownership shares among heirs, helping landowners avoid the disputes that often arise with farmland, ranches, or other indivisible assets. Instead of peers or family members debating how to manage or sell a property, each heir receives a clearly defined interest they can keep, exchange, or sell independently—eliminating much of the conflict that typically comes with shared ownership.
At Iron Ridge Advisors, we help you navigate this process by aligning DST investments with your estate plan so your wealth transitions smoothly and tax efficiently. We work alongside your estate planning attorney and CPA to minimize estate tax exposure, maximize step-up in basis opportunities, and reduce complexity for your heirs.
1031 Exchange Guidance
Selling land often triggers significant tax liabilities that can erode the wealth you’ve built over generations. A 1031 exchange allows you to defer capital gains taxes by reinvesting proceeds from the sale of your property into qualified replacement assets such as Delaware Statutory Trusts (DSTs). This strategy not only preserves your equity but also opens the door to passive, professionally managed real estate that fits your long-term goals.
At Iron Ridge Advisors, we guide you step by step through the exchange process, ensuring IRS deadlines are met and every detail is handled correctly. We also help you identify and work with a trusted qualified intermediary (QI)—a critical requirement of any 1031 exchange—to ensure funds are handled properly and in full compliance with IRS rules.
Equally important, we emphasize the need for a pre-closing tax estimation from your CPA before the sale. This ensures you fully understand your potential tax exposure, structure the exchange correctly, and avoid costly surprises.
With our guidance, your CPA’s expertise, and a vetted QI, you can confidently transition from active land ownership into a tax-deferred investment plan that preserves wealth, creates income potential, and secures your family’s legacy.
Full Due Dilligence, Nationwide Access
At Iron Ridge Advisors, not all DST opportunities make the cut—and that’s by design. Protecting your wealth means no shortcuts. Due diligence is at the core of everything we do.
We go beyond the fancy brochures, digging into audited financials, property details, debt structures, and sponsor track records. Only those that pass our strict standards move forward.
With access to a wide network of DST sponsors nationwide, we deliver the strongest, most reliable opportunities—carefully vetted and tax-efficient. Our goal is simple: protect wealth, minimize taxes, and build confidence for the future.
The end result is simple: carefully vetted, tax-efficient investment strategies that are designed not just to defer taxes, but to preserve wealth and generate income with confidence.
Where Do We Work?
We proudly have served landowners across the United States, with a focus on agricultural areas, where aging farmers and ranchers are seeking ways to transition their land, defer taxes, and preserve family wealth for future generations. This includes work in states such as Montana, Colorado, Wyoming, Washington, Idaho, Utah, New Mexico, Nebraska, Kansas, and Texas.
Take a minute to Download our Brochure on DSTs
Let’s Get To Know Each Other
Click below to reach out to see if we’re a good fit for you.