Complex Interests

Software for Stewardship of Complex Family Wealth
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Complex Interests
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).
Complex Interests
Complex Interests
Complex Interests
Complex Interests
Core Features
Investment Management Features
  • Fund Management
  • Risk Management
Pricing Type
Flat Rate
Free Version
Payment Frequency
Annual Subscription
Plans & Packages
$500 Per Year
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Windows
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
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