Complex Interests

Software for Stewardship of Complex Family Wealth

Visit website
Write a Review
Unclaimed Profile
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

Screenshot & Video

1/3

LICENSING & DEPLOYMENT

  • Cloud Hosted
  • Web-based
  • Windows

SUPPORT

  • Phone

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

Complex Interests Core Features

Investment Management

  • Fund Management
  • Risk Management

Complex Interests Pricing

Pricing Type

  • Flat Rate

Free Version

  • No

Payment Frequency

  • Annual Subscription

Plans & Packages

Standard
$500 Per Year

Complex Interests Reviews

No Review
No reviews submitted yet.
Be the first one to review
This profile is not claimed

Do you own or represent this business? Enter your business email to claim your GoodFirms profile.