Complex Interests
Software for Stewardship of Complex Family Wealth
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).
Licensing & Deployment
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Cloud Hosted
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Web-based
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Windows
Support
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Phone
Knowledge Base
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Help Guides
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Video Guides
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Blogs
Complex Interests Core Features
Focus of Investment Management Feature
- Fund Management
- Risk Management
Complex Interests Pricing
Pricing Type
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Flat Rate
Free Version
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No
Payment Frequency
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Annual Subscription
Plans & Packages
Standard
$500 Per Year
Complex Interests Reviews
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