ENDOWMENT WEALTH MANAGEMENT®

Our firm is a one-stop shop because we simplify the 1031 exchange process by providing research on independent real estate funds, selecting investment managers to invest the qualified property proceeds using a Delaware Statutory Trust, while providing a Qualified Intermediary Service (QIS), who independently handles the entire sale and like-kind exchange process... Our firm serves as the independent investment advisor to family legacy trusts. By partnering with independent specialized trust companies that provide professional trust administration and master custody services, we provide a fully integrated outsourced private trust management solution. As the independent investment advisor, we apply our 3-D Endowment Investment Philosophy®, which combines three tiers of passive, active and illiquid private investment allocations across three broad assets (global equity, global income and alternatives). Our goal is to generate the annual income distributions needed to meet your personal..

Also known as: Endowment Wealth Management® Inc.

Primary location: Appleton United States