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June 16, 2022

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How Can Wealth Managers Improve Client Satisfaction?

Trends & IdeasBy adminJune 16, 2022

THE BEN 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.

Survey Reveals Four Types of Alternative Asset Investors

Trends & IdeasBy adminJune 16, 2022

THE BEN LIQUIDITY REPORT™
Get to know the motivations, demographics, and behaviors of the four alternative asset investor profiles found in our 2021 nationwide survey.

Surprising Reasons Why Alternatives Investors Seek Liquidity 

Trends & IdeasBy adminJune 16, 2022

THE BEN LIQUIDITY REPORT™
Say goodbye to conventional wisdom. Our survey reveals the surprising reasons why alternatives investors seek early liquidity from their assets.

©2023 Beneficient, a Nevada corporation

Securities of Beneficient, a Nevada corporation, its affiliates and/or successors are offered through Beneficient Securities Company, L.P., an affiliated entity. Member FINRA/SIPC.

For informational and educational purposes only.

Liquidity exit strategies offered may not include all options and may vary over time; all exit options, including historic options such as cash, may not be available or offered to prospective customers at any given time; your options may differ. Exit options are presented on a case-by-case basis in Ben’s discretion and may be offered for less than current net asset value based on a variety of factors, including asset-specific factors such as Ben’s valuation analysis. References to “liquidity” generally refers to an opportunity offered by Ben to exit an investment in an illiquid asset. Ben can discuss with prospective customers what options may be currently available, including based upon the specifics of such customer’s situation and illiquid assets.

These materials do not constitute an offer to sell or the solicitation of an offer to buy securities. Any offer or sale of securities shall be made solely to accredited investors and solely pursuant to a definitive confidential private placement memorandum and related documents, including definitive subscription materials.

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 or affiliates, 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.

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