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FUND MANAGEMENT – REAL ESTATE – SYNDICATIONSECURITIESLEGALTAX & ESTATE PLANNING

13 Benefits of Using a Fund Administrator

Managing a fund involves intricate tasks ranging from financial reporting to regulatory compliance, and the complexity only grows with the scale and diversity of investments. Navigating this terrain requires meticulous attention to detail, time commitment, and a deep understanding of regulatory frameworks. Using a fund administrator can prove to be a very strategic decision.

Corporate Transparency Act: If You Own an Entity, Your Response is Crucial!

Attention all business owners and owners of entities! The Corporate Transparency Act will likely affect you! As of January 1, 2024, this Act is now in effect and will require your compliance. Listen in as Dugan Kelley, of Kelley Clarke Law, dives into why this Act was put into effect, who this will affect and what your compliance will require.

The 5 Secrets of Generational Wealth

If you’re somebody that’s looking to deploy capital and grow your own family’s wealth, or you’re just interested and curious about what the keys to generational wealth are from the standpoint of a practitioner helping people structure deals all around the country, then this is the right one for you.

What is your fund acquiring? Why does that matter?

What is your fund acquiring?  Why does that matter?  The first question that we ask in fund creation is, “What is your fund acquiring?” Real estate, mineral rights, stock, bonds, commodities, currencies, crypto assets, or interests in other funds (also known as “fund...

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