Transfer Of Wealth

We’ve developed structures anyone can implement to democratize access to quality Reg D 506(b) issues and 3(c)7 funds. We work with financial advisors, insurance agents, IRA custodians, CPAs, marketers, and others to administer investment clubs with monolithic risk-adjusted return and liquidity appetites that compliantly afford their clients access to quality private alternatives they would not be able to access individually.