Terms of Service

Last Updated: December 1, 2024

1. Acceptance of Terms

By accessing and using the services provided by OZ Specialist ("we," "us," or "our"), you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our services.

2. Services Description

OZ Specialist provides investment consulting services related to Opportunity Zone investments, including:

• Investment strategy consulting
• Property analysis and due diligence
• Tax optimization planning
• Qualified Opportunity Fund formation assistance
• Compliance monitoring and support

3. Professional Disclaimer

Important: Our services are for informational and educational purposes only. We are not providing legal, tax, or financial advice. You should consult with qualified professionals before making any investment decisions.

• All investment decisions are your sole responsibility
• Past performance does not guarantee future results
• Opportunity Zone investments carry inherent risks
• Tax benefits are subject to regulatory changes

4. Client Responsibilities

As a client, you agree to:

• Provide accurate and complete information
• Comply with all applicable laws and regulations
• Make independent investment decisions
• Seek additional professional advice when needed
• Maintain confidentiality of proprietary information

5. Limitation of Liability

To the maximum extent permitted by law, OZ Specialist shall not be liable for any direct, indirect, incidental, special, or consequential damages arising from your use of our services or any investment decisions made based on our recommendations.

6. Confidentiality

We maintain strict confidentiality regarding all client information and investment details. We will not disclose your information to third parties without your consent, except as required by law or as necessary to provide our services.

7. Intellectual Property

All content, materials, and intellectual property on our website and in our services are owned by OZ Specialist or our licensors. You may not reproduce, distribute, or use our content without written permission.

8. Termination

Either party may terminate our services at any time with written notice. Upon termination, all outstanding obligations and confidentiality requirements shall remain in effect.

9. Governing Law

These Terms of Service shall be governed by and construed in accordance with the laws of the State of New York, without regard to conflict of law principles.

10. Changes to Terms

We reserve the right to modify these Terms of Service at any time. We will notify you of any material changes by posting the updated terms on our website and updating the "Last Updated" date.

11. Contact Information

If you have any questions about these Terms of Service, please contact us: