Alternative Tax Management, LLC is an educational platform focused on tax mitigation strategies for accredited investors and their advisors. Holistic tax centric planning solutions are provided through a nationwide network of financial advisors, accounting, legal, real estate, and insurance professionals.

AWM Capital Markets, LLC is a sponsor of programs that seek to provide tax mitigation and/or environmental, social and governance responsibility as core investor benefits. Strategies are developed and offered through partnership with experienced professionals in their respective niche fields.Securities offered through Patrick Capital Markets, LLC, Member FINRA/SIPC.

AWM Directors partner with financial, accounting, legal and other professionals to act as outsourced consultants for the design and implementation of innovative tax advantaged programs and strategies.Within our three core categories of Capital Transition Strategies, Income Tax Mitigation and Tax Credits, we provide a diverse selection of programs, which offer the potential for deferral, reduction, or elimination of tax.An extensive inventory of Delaware Statutory Trusts (DSTs) can help real estate owners transition from active owner to passive investor of fractionally owned properties, while providing opportunities to meet objectives such as enhanced diversification, liquidity, and legacy planning.Securities offered through Patrick Capital Markets, LLC, Member FINRA/SIPC.