Transform Retirement with Venture Capital: High Returns, Tax Benefits, and a Path to Intergenerational Wealth and Lasting Impact
October 3rd, 2024 1:00 PM CT
Jim Vaughan
Ramez Fakhoury
Upcoming Live
October 3rd, 2024 1:00 pm ct
Founded
In 2008
Members
Administered
1 Billion
in Assets
Full-Time
Dedicated Staff
White
Glove Service
Here’s What You’ll Learn
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About VCapital
VCapital Management is a Chicago-based boutique venture capital firm that identifies institutional-grade alternatives for high net worth and modestly-sized family office investors. The focus is on early stage investments before valuations are driven too high, generally the first money after the company’s founders or friends and family, either as a late Seed or Series A round investment. Concentration is on the underserved $2M-$5M deal range with additional capital investment in follow-on rounds for companies performing well.
The VCapital team prioritizes research and due diligence to find companies with extraordinarily innovative ideas and management teams. VCapital connects with top academic institutions, accelerators, incubators, and other venture capital firms to create a network of resources and share investment opportunities. In addition to capital, VCapital provides operational expertise, active guidance, and valuable connections to entrepreneurs, increasing the chances for a successful outcome.
Meet The Experts
IRA Club Benefits
Co-founder VCapital Management
Jim Vaughan
Jim Vaughan is the Managing Principal and Co-founder of VCapital Management. His focus is all about the investors. As a partner, he is responsible for running the firm. Still, his passion is helping individuals understand venture capital's tremendous value and potential and how it may best fit into their wealth-planning strategy. He loves listening to existing and potential investors while learning about their families and financial goals. He manages an internal team that works diligently to understand the needs of investors and how to best communicate with them.
Jim had another completely different career before his time in wealth management. He was the Head Golf Professional at Detroit Golf Club from 1982 through 1990. Personal relationships and experience gained in the golf business prepared him well to create, build, and associate with successful companies. In 1990, he started his own financial services company in Bloomfield Hills, Michigan, providing insurance and investment planning to closely-held business owners. This led to his joining William Blair & Company in 1998, where he founded and managed an open-architecture investment management platform called William Blair Select. This program served financial advisors, both internal and external to the firm, by offering an outsourced supplement to their investment management. The program grew to $1.2B in client assets during his 11-year tenure.
Vice President
Ramez Fakhoury
As an entrepreneur with a rich background spanning over two decades, Ramez is deeply commited to education and inspiring individuals, empowering them to venture beyond conventional paths and diversify their investments through the power of self-direction.
FDIC Insured
IRA/401(k) cash is FDIC insured
Flat Fee Structure
Flat fees and straightforward pricing
Free IRA Reports
Free annual IRA tax reporting
(RMDs, 1099-R, 5498, 5500 forms)
Investor's Row
Explore alternative investment opportunities
Concierge Service
Friendly, white-glove service
Educational Resources
Up-to-date educational resources on IRS regulations
Frequently Asked Questions
Here are the most common Self-Directed IRA questions. Have others?
Sign up for our webinar and ask us in person!
IRA Club provides a way for people like you to fully utilize the benefits of Self-Directed IRAs, leading to a wider range of investments and potential for better returns.
It’s an IRA that gives you more choices for where you want to invest your money, not just in regular stocks or bonds.
Self-Directed IRAs were passed by Congress back in 1974. Alternative IRA investments have always been allowed by the IRS, however, many IRA companies have placed artificial restrictions on IRA owners over the years. Self-Directed IRAs are not well known because most banks and brokerage firms prefer traditional investments.
It’s easy to make investments with a Self-Directed IRA. Once you find your investment and provide money to the seller, you will receive proof that your Self-Directed IRA is the new owner. It can be in the form of a Bill of Sale, title, deed, or simply a statement identifying your Self-Directed IRA as the asset’s new owner. The main difference is that the name on the title (or other documents) is the name of your Self-Directed IRA and not your name as an individual.
Yes. The most common way for an IRA to buy an asset is to pay cash. However, there may be times when an alternative method of payment is practical.
Maximum Contributions for 2023:
Under age 50 – $7,000.
Age 50 and over – $8,000
