Beneficient CEO Brad Heppner Named Finalist in 2022 Ernst & Young Entrepreneur Of The Year® Award
Ben Announces the Funding of Beneficient Heartland Foundation
Alternative Asset Investors, Their Wealth Behaviors and Attitudes
Investors who hold between $5 million and $30 million in alternative assets - mid-to-high net worth (MHNW) investors - are a unique segment that, surprisingly, can be underserved by large investing firms. Often, they are viewed as having too many assets to fit most financial firms' cookie-cutter solutions, but too few assets for the special products that ultra-high net worth individuals and large institutional investors may qualify for.
Our Thinking
Ben Updates
Trends & Ideas
Our Thinking
Brad Heppner on Carving New Paths in the Alternative Asset Industry
BEN PERSPECTIVES SERIES
A financial industry trailblazer, Ben CEO Brad Heppner has been living and breathing in the world of alternative assets for over 25 years.
Ben Updates
Beneficient Announces Weaver & Tidwell, L.L.P. as Independent Auditor
Beneficient CEO, Brad Heppner, announced Weaver & Tidwell, L.L.P., as its new independent auditor to audit Ben’s financial statements.
Trends & Ideas
How Can Wealth Managers Improve Client Satisfaction?
THE LIQUIDITY REPORT
With these three data-driven insights, your wealth management firm or family office can better serve your existing clients and even attract new ones.