Craig Buchanan
Complex Assets Specialist
Craig Buchanan partners with advisors and family offices to structure charitable gifts of business interests, private equity, and impact investments. He brings deep experience from his work designing custom portfolios at CapShift.
Licenses: Series 6, 63, 65
Book a Meeting with Me
Serving Financial Advisors and their Clients in the West
Let’s talk about donating complex assets through your Donor-Advised Fund. I help clients contribute:
- Private business interests
- Real estate
- Alternative investments
- Cryptocurrency
- Restricted or publicly traded stock
- Other illiquid assets
