Audience
Professionals in need of a solution for stewardship of complex family wealth
About Complex Interests
The family manages one or more operating businesses, typically has commercial real estate in its portfolio to support its business operations, holds passive investments in other related businesses, maintains inter-entity loans and/or guaranties, and collects personal assets of value (e.g., art, automobiles). The family wealth creator has passed on, and the family's legacy holdings are now managed by the second generation. The wealth creator's children have leveraged the family's assets to create businesses of their own and make investments of interest to them. A robust estate plan exists to benefit the third generation and beyond. Management of the family foundation demands more focus than during generation one. Family wealth was generated through a significant liquidity event and is held in a myriad of trusts for children and grandchildren. The family invests its cash in a diverse portfolio that favors direct and alternative investments.
Pricing
Starting Price:
$2000.00/year
Integrations
No integrations listed.
Company Information
Complex Interests
Founded: 2012
United States
complexinterests.com
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Product Details
Platforms Supported
SaaS
Windows
Training
Live Online
In Person
Support
Phone Support
Complex Interests Frequently Asked Questions
Complex Interests Product Features
Accounting
CPA Firms
Nonprofits
Purchase Orders
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Payroll Management
Project Accounting
Tax Management
Investment Management
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Portfolio Management
Risk Management
Accounting Management
Benchmarking
Client Management
Commodities
Payroll & Commissions
Performance Metrics