Beneficient

It’s challenging for individual and small institutional investors to gain liquidity from alternative assets.

Beneficient: Liquidity Solutions for Alternative Assets - Body Image 1

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 longer. Until now.

We’re Beneficient – Ben™, for short. Our mission is simple – empowering owners of alternative assets  with new private trust, lending and liquidity products focused on bringing liquidity to their portfolio, and allowing them to invest like a large institutional investor. How? Through a simple, rapid and cost-effective process to access 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

$8.8 trillion

Global alternative assets under management

59%

Anticipated growth in alternative assets under management by 2023

$75 billion

Alternative asset secondary market with nearly all dollars flowing to large institutional investors

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 liquidity, rebalance your portfolio, take advantage of another opportunity, or plan for the future. We like to call it the Ben Way.

The Ben™ Way

  • More cost-effective and simpler process
  • Potentially higher advance rates
  • Rapid time to close

Delivering unmatched options

Ben provides private trust solutions, including a unique suite of lending and liquidity products, to owners of alternative assets, focused on offering liquidity, with proprietary capital offered from the balance sheet of our own trust company.

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Leveling the playing field

Our suite of trusted products and services was developed to effectively serve high net worth (HNW) individuals, small-to-mid-sized institutions, wealth managers and investment managers.

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Providing a new standard of trust

Beneficient provides private trust solutions, including a unique suite of private trust, lending and liquidity products, to bring liquidity to owners of alternative assets.

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Our primary purpose is to provide private trust services and liquidity to the owners of alternative assets in a simple, rapid and cost-effective way that has not been done to date.

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© 2011-2020 The Beneficient Company Group, L.P.

Trust services will be provided by Beneficient Trust Company, LTA (BTC) and Beneficient Trust and Clearing Company, LTA (BTCC). BTC and BTCC are wholly-owned subsidiaries of Ben.

Securities Products are offered through Emerson Equity LLC. Member FINRA SIPC. The Beneficient Company Group, L.P. and Emerson Equity LLC are separate, unaffiliated entities.

Ben does not provide investment advisory services or tax, accounting or legal advice. The products and services described on this website may not be suitable for all users and you should consult with your legal, tax or other advisors prior to taking any action relating to the subject matter contained on this website. The contents hereof do not constitute an offer or solicitation to buy or sell any securities, financial instruments, products or services.

Ben’s products and services are not insured by the FDIC or any other government agency, are not guaranteed by Ben or its subsidiaries, affiliates or parent company, may lose value, and are not a Bank deposit.

Important Information About Procedures for Establishing a Relationship with Ben

To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who establishes a relationship or carries out a transaction with the financial institution.

What this means for you: When you establish a relationship or carry out a transaction with us, we will ask for your name, address, date of birth and other information that will allow us to identify you (or similar identifying information for entities). We may also ask to see or that you provide us with copies of your driver’s license or other identifying documents.

If you are unable or unwilling to provide this information, we may not be able to establish a relationship or carry out a transaction with you. We thank you for your patience and hope that you will support the financial industry’s efforts to deny terrorists and money launderers access to America’s financial system.