Ricky Novak

Ricky Novak is the Managing Partner and Co-Founder of The Strategic Group, a boutique investment firm based in Atlanta, Georgia.13 Here are some key details about Ricky Novak:

Professional Background

Ricky Novak specializes in niche areas of tax planning, working directly with high net worth investors, family offices, and their trusted advisors.2 His expertise focuses on:

• Tax-deferred 1031 exchanges
• Delaware Statutory Trust (DSTs)
• Tax-deferred Opportunity Zone funds
• Federal and state-sponsored tax mitigation strategies

Education

• Juris Doctorate from Emory University's School of Law, with a concentration in tax, real estate, and international law2
• Bachelor of Arts in International Affairs from the Georgia Institute of Technology2
• Certificate in Conservation Finance (2012)4

The Strategic Group

The Strategic Group, co-founded by Ricky Novak, is:

• A boutique investment firm focused on private equity solutions that help mitigate taxes3
• Based in Atlanta, Georgia
• Founded in 2008
• Employs 11-50 people

Additional Information

• Ricky Novak is based in Atlanta, Georgia, United States14
• He has over 10 years of outreach experience1
• The Strategic Group serves clients in over 120 countries and has generated over 500,000 new leads1

Ricky Novak's role as Managing Partner at The Strategic Group involves leading the firm's investment strategies and working closely with high-net-worth investors, family offices, corporations, and banks to provide tax-efficient investment solutions.