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.
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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
Cloud
Windows
Training
Live Online
In Person
Support
Phone Support
