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Complex Interests is software used in the stewardship of complex family wealth.
Many families with significant private wealth maintain complex legal and financial relationships on account of:
-> direct investments in operating companies and real estate entities
-> elaborate tax and estate planning
-> participation in a myriad of alternative investment vehicles
-> considerable use of debt as a borrow and/or lender
-> maintenance of meaningful collections of valuable personal property (e.g., artwork, antiques, cars), and
-> recurrent philanthropic work (often through a private foundation created by the family).
Many families with significant private wealth maintain complex legal and financial relationships on account of:
-> direct investments in operating companies and real estate entities
-> elaborate tax and estate planning
-> participation in a myriad of alternative investment vehicles
-> considerable use of debt as a borrow and/or lender
-> maintenance of meaningful collections of valuable personal property (e.g., artwork, antiques, cars), and
-> recurrent philanthropic work (often through a private foundation created by the family).
Screenshot & Video
LICENSING & DEPLOYMENT
- Cloud Hosted
- Web-based
- Windows
SUPPORT
- Phone
Knowledge Base
- Help Guides
- Video Guides
- Blogs
Complex Interests Pricing
Pricing Type
-
Flat Rate
Free Version
-
No
Payment Frequency
-
Annual Subscription
Plans & Packages
Standard
$500 Per Year
Complex Interests Reviews
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