It’s challenging for individual and small institutional investors to gain liquidity from alternative assets.
While large institutional investors have options to successfully exit these investments on their terms – and timelines – individual and small institutional investors are often locked-in for 10-12 years, or more. Until now.
We’re Beneficient – Ben™, for short. Our mission is simple – empowering you with new options for your alternative asset portfolio, bringing you liquidity options, and allowing you to invest like a large institutional investor. How? Through a simple and rapid process to access your hard-earned investment capital, with liquidity provided from our own balance sheet.
Ben. Empowering individual and small institutional investors with new opportunities.
The alternative asset market: A snapshot
Liquidity equals opportunity
Nearly 900,000 high net worth (HNW) investors hold alternative assets. If you’ve ever tried to get early liquidity from a private equity fund or similar commitment – and according to our research, nearly half of all HNW individuals have – you know it’s not easy. If you haven’t, you may not realize how difficult it can be, regardless of asset quality. Through our unique EXALT Plan®, we have created a simple, rapid, and cost-effective process for you to secure needed cash, rebalance your portfolio, take advantage of another opportunity, or plan for the future. We like to call it the Ben Way.
The Ben Way
Delivering what you’ve earned and what you deserve:
- The highest level of integrity and fiduciary duty
- Unlocked value and liquidity
- Proprietary capital from the balance sheet of our own trust company
- Certainty based on pre-established criteria
- Simple, short-form agreements
- Responsive processing time
- Cost-effective and predictable fees
- Considerate and simple process from start to finish
- A process subject to annual regulatory review
Let Ben be your next smart financial decision. We offer a full range of services that can be accessed either directly through Ben or through a network of preferred providers.
This is your hard-earned wealth and you should have access to it quickly, cost-effectively and transparently. Perhaps you are looking to optimize your portfolio and reinvest your capital when it hits the right point in the investment lifecycle. Maybe you need cash for personal or business endeavors. You deserve options. Larger investors already have these options. We now bring them to you.
We believe it’s important to raise the standards for how business is done. As the first mover in this area, we have set a high bar that will be difficult to match.
Our primary purpose is to provide liquidity to the owners of alternative assets in a simplified, easy way that has not been done to-date.