Financial Design Labs

We officially launched in 2021, marking a significant milestone for a growing community of professionals and financial entities that had been collaborating for years on planning engagements and joint ventures. Led by Greg Skidmore, CEO of Belpointe, this group, consisting of advisors, CPAs and tax professionals, legal professionals, real estate developers, technology companies, and more, worked to formalize the Financial Design Labs platform upon realizing several things: Collaborating was often a more effective alternative to traditional growth and scalability strategies. Many in our community have found creative strategies for professional collaboration, generating growth without unnecessary hiring, maxing out one’s capacity, or relying on traditional advertising or lead generation. We share common challenges, even when our services/products differ. Through our insights and experiences, we can help one another work through complex business challenges. We are far more intelligent as a collective whole. We each carry with us our unique perspectives, knowledge, and experiences. Rarely do professionals get the opportunity to share their expertise with like-minded peers in a safe environment. We continuously add to a collective intelligence far beyond what is possible at the individual level. True innovation often occurs where different disciplines, core competencies, and philosophies intersect. Our group, by its nature, is made up of financial professionals from a number of different industries. This allows us to approach challenges and opportunities from multiple perspectives, sparking the creation of new tools, services, and products for the community–and even the broader marketplace.