Beneficient

Wealth Managers

The market for alternative assets among high net worth individuals is growing. In fact, one leading alternative asset manager expects 50% of its capital to come from individuals by 2024. Many of these HNW investors work with a licensed financial professional to assist in selecting, monitoring and managing their alternative investments.

Registered independent advisors now have new options to provide liquidity and to help their clients be more successful and to continue to build trust and loyalty, operating as a fiduciary, among their top clients.

Private banks, who have been unable to offer liquidity for alternative investments in the past, now have options to help their clients who own alternative investments – and to more proactively manage funds and free up capital for redeployment.

Broker Dealers with alternative investment platforms can now offer their financial advisors and clients a simple, rapid and cost-effective way to access liquidity from their alternative asset investments.

Family Offices
Single and Multi-Family Offices can continue to allocate capital to illiquid, alternative investments with the confidence of knowing that they may have access to liquidity in the event they need to redeploy their capital for other purposes.

Let's talk further

Ask your financial advisor or wealth manager if you are a candidate for consultation on Ben’s liquidity products and administration services.
Or contact Ben directly, so we can share with you the benefits of working with us.

Learn More
Beneficient White Logo
Cookie Settings

© 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.