John Guilds, Cpwa, Cima

John Guilds, Cpwa, Cima Email and Phone Number

Legal and investment professional advising investors, entrepreneurs, and privately-held business owners on creating, protecting, and sharing wealth; using real estate to defer taxes, provide income, and grow assets. @ Engel & Völkers Park City
John Guilds, Cpwa, Cima's Location
Park City, Utah, United States, United States
John Guilds, Cpwa, Cima's Contact Details

John Guilds, Cpwa, Cima personal email

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About John Guilds, Cpwa, Cima

John Guilds is both an attorney and a dually registered investment professional. He provides sophisticated wealth management and tax-efficient investment advice to select clients, with an emphasis on private investments in real estate and infrastructure. John founded Heriot-Guilds Private Capital & Investments LLC to provide Accredited Investors and family offices with access to suitable, tax-advantaged, private investments like syndicated real estate and DSTs issued by leading, high-quality Sponsors. John also created the Law Office of J. Caldwell Guilds III PLLC to offer legal counsel on structuring, documenting, and, if necessary, resolving issues involving trust & estates and real estate investment & mortgages. Together, the two entities provide select clients with the opportunity to have their estate planning and investments structured in a coordinated, intentional manner designed to create and protect long-term, intergenerational wealth. John holds both the Certified Private Wealth Advisor (CPWA) and the Certified Investment Management Analyst (CIMA) professional designations from the Investments & Wealth Institute. He earned an MBA from the University of Chicago Booth School of Business (Honors), a JD from the Georgetown University Law Center (Cum Laude), and a degree in Political Science from the College of Charleston. John’s investment philosophy centers on a long term buy & hold strategy of primarily public and private equity securities. In public markets, John believes the search for positive alpha is frequently a “fool’s errand” and investments should be designed to minimize costs and fees, including taxes through primarily a passive “buy the market” core approach. In private markets, however, John believes that the right management team can actively add value to achieve positive alpha. In his own investment endeavors, John actively pursues positive alpha in real estate. John and his wife, Natalie, hold real estate licenses. Natalie runs the real estate advisory business, Guilds Group Real Estate, through Engel & Volkers Park City. Prior to transitioning his skill set to focus on private wealth management and real estate investing in 2020, John had a long career as an international project finance banker in North America, South America, and Australia with Bank of America and MUFG Union Bank, and as a real estate and M&A lawyer in Barcelona, Spain with Pinto Ruiz and as securities and M&A lawyer in NYC with Latham & Watkins.

John Guilds, Cpwa, Cima's Current Company Details
Engel & Völkers Park City

Engel & Völkers Park City

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Legal and investment professional advising investors, entrepreneurs, and privately-held business owners on creating, protecting, and sharing wealth; using real estate to defer taxes, provide income, and grow assets.
John Guilds, Cpwa, Cima Work Experience Details
  • Heriot-Guilds Private Capital & Investments, Llc
    Managing Principal, Certified Private Wealth Advisor
    Heriot-Guilds Private Capital & Investments, Llc Aug 2023 - Present
    Heriot-Guilds Private Capital & Investments LLC connects top-tier Sponsors of high-quality alternative investments with Accredited Investors through its partnership with Tangible Wealth Solutions LLC. Investment management services range from advising on the suitability of specific investments to managing an investment portfolio for select private clients, often as a trustee or guardian. Heriot-Guilds Private Capital & Investments LLC specializes in basic industries like real estate, infrastructure, and renewable energy. Investments often include Delaware Statutory Trusts (DST) as part of a 1031 Exchange, Opportunity Zone Funds, and other alternative investments suitable for solving an investors need for cashflow, tax deferral, and capital appreciation.FINRA CRD #2453002. Registered Representative and Investment Advisor Representative of Emerson Equity LLC, Member FINRA and SIPC. All investing involves risk. Past performance is not indicative of future results. Speak to your tax and/or finance professional prior to investing. Emerson Equity LLC is not affiliated with any other entities identified herein.
  • Law Office Of J. Caldwell Guilds Iii
    Attorney, Certified Private Wealth Advisor
    Law Office Of J. Caldwell Guilds Iii Jul 2022 - Present
    The Law Office of J. Caldwell Guilds III, PLLC is a boutique wealth management and real estate transactional law firm designed to provide private clients with integrated legal, financial, and investment advice on building, protecting, and sharing inter-generational wealth. We counsel entrepreneurs, investors, and family-owned businesses on "foundational issues" like tax efficient estate plans and trust administration, and on "transactional issues" like structuring, negotiating, and documenting real estate investments, financings, and strategic business combinations like M&A or succession planning.https://guildslaw.com/
  • Engel & Völkers Park City
    Guilds Group Real Estate, Private Client Real Estate Advisors & Investors
    Engel & Völkers Park City Mar 2020 - Present
    Park City, Utah, Us
    My wife and I work together as Real Estate Advisors at Guilds Group Real Estate. Guilds Group Real Estate provides clients with strategic market analysis and transactional expertise in all aspects of buying, selling, and financing a specific piece of real estate like a single family home, four-plex, or short-term rental. We enjoy working with investors and buyers of second homes. Park City offers many opportunities to invest in both long-term and short-term rental investment properties. We are also very bullish on the long-term prospects for real estate investments in Salt Lake City. As for second home buyers, Park City (and surrounds) offers a unique combination of ideal qualities for a second home: skiing, biking, hiking, and the SLC airport only 30 to 45 minutes away!We especially like working with sellers. Given enough time, we at Guilds Group Real Estate can add exceptional value in terms of both preparing the property for sale and utilizing some tax deferral strategies to maximize your proceeds.“Don’t wait to buy real estate. Buy real estate and wait.”Member Park City Board of Realtors Affordable Housing Committee. Member Urban Land Institute Utah.https://www.guildsgrouprealestate.com
  • Mufg
    Senior Relationship Manager, Power & Utilities Group
    Mufg Jul 2014 - Jan 2020
    Chiyoda-Ku, Tokyo, Jp
    Senior Relationship Manager for public utilities, electrical coops, and private equity developers in the renewable power and infrastructure sectors
  • Union Bank Of California (Uboc)
    Director, Power & Utilities Group (Project Finance)
    Union Bank Of California (Uboc) Dec 2006 - Jul 2014
    New York, Us
    Originated, structured, negotiated, and executed project financings in the US and Canada, primarily in the power sector, including renewable energy
  • Cobank
    Vice President, Power Supply Group
    Cobank Feb 2005 - Dec 2006
    Greenwood Village, Co, Us
    Originated, negotiated, structured, and executed construction, term, and working capital financings for G&T electrical cooperatives
  • Bank Of America
    Vice President, Syndicated Structured Finance (Project Finance)
    Bank Of America May 2002 - Feb 2004
    Charlotte, Nc, Us
    Originated, structured, negotiated, and executed acquisition and project financings in Australia, primarily in the infrastructure and power sectors
  • Bank Of America
    Vice President, Project Finance Group
    Bank Of America Jul 1997 - May 2002
    Charlotte, Nc, Us
    Originated, structured, negotiated, and executed acquisition and project financings in South America and the US, primarily in the telecom and power sectors
  • Vectormex/Pulsar Equity Partners
    Associate
    Vectormex/Pulsar Equity Partners Dec 1993 - Nov 1995
    In hybrid banker/inhouse counsel role, provided associate level structuring, negotiating and deal execution support to former Morgan Stanley MD investment bankers on a variety of cross-border debt and equity transactions at this boutique Mexican investment bank/private equity firm
  • Latham & Watkins
    Associate Attorney
    Latham & Watkins Oct 1992 - Dec 1993
    New York, Us
    Drafted documentation, performed due diligence, and executed transactions primarily in real estate, project finance, and Rule 144A high yield debt offerings in connection with LBOs by private equity funds
  • Bufete Pinto Ruiz
    Visiting Attorney
    Bufete Pinto Ruiz Sep 1991 - Sep 1992
    Advised Spanish partners on US documentation and law on a variety of international transactions including project finance, commercial real estate development, and M&A.

John Guilds, Cpwa, Cima Skills

Loans Financial Structuring Credit Analysis Credit Risk Banking Credit Commercial Banking Loan Origination Due Diligence Portfolio Management Corporate Finance Financial Modeling Capital Markets Investment Banking Structured Finance Financial Analysis Project Finance Valuation Private Equity Management Commercial Lending

John Guilds, Cpwa, Cima Education Details

  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Accounting And Finance
  • Georgetown University Law Center
    Georgetown University Law Center
    Law
  • The College Of Charleston
    The College Of Charleston
    Political Science

Frequently Asked Questions about John Guilds, Cpwa, Cima

What company does John Guilds, Cpwa, Cima work for?

John Guilds, Cpwa, Cima works for Engel & Völkers Park City

What is John Guilds, Cpwa, Cima's role at the current company?

John Guilds, Cpwa, Cima's current role is Legal and investment professional advising investors, entrepreneurs, and privately-held business owners on creating, protecting, and sharing wealth; using real estate to defer taxes, provide income, and grow assets..

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What schools did John Guilds, Cpwa, Cima attend?

John Guilds, Cpwa, Cima attended The University Of Chicago Booth School Of Business, Georgetown University Law Center, The College Of Charleston.

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John Guilds, Cpwa, Cima has interest in International Travel, Skiing, Backpacking, Mountaineering, Triathlon.

What skills is John Guilds, Cpwa, Cima known for?

John Guilds, Cpwa, Cima has skills like Loans, Financial Structuring, Credit Analysis, Credit Risk, Banking, Credit, Commercial Banking, Loan Origination, Due Diligence, Portfolio Management, Corporate Finance, Financial Modeling.

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