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PRIVATE CLIENT SERVICES

Private Clients receive exclusive concierge services. Assure acts as the SPVs organizer, manager, and administrator for the life of the SPV with the highest level of expertise. This service provides speed and efficiency using proprietary technology.

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Full Service

Assure handles the legal, financial tax, compliance and administration for the SPV from formation to exit in a manner that your institutional investors will be comfortable with.

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Customizable

Our solutions team will work with you to customize your investment experience.

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Investor Experience

Whether you have 10 or 99 investors, our experienced teams handle onboarding, funding, post-close, taxes, and distributions.

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UTILIZE SIMPLE INVESTMENT STRUCTURE OF THE SPV

  • Limited liability to protect your legacy
  • Provide privacy. Invest or donate anonymously
  • Facilitate a vast variety of private transactions which can include angel investing, real estate, impact investing, startups(seed and series investments under a master entity), and artwork, to name a few

SPVS CLOSED IN 2021 | 2,300

SERVICES WE OFFER TO OUR PRIVATE CLIENTS

  • Setup
  • Onboarding Investors
  • Closing
  • Post Closing
  • SPV Documents
  • Accounting
  • Winding Down
  • Reporting
  • 1065's and K1's
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Assure can help you to simplify your investments and is the industry's premier provider of transaction administrative services. We can help you meet your goals. Please reach out for a consultation:

 
Marilee Crockett Image

Marilee Crockett
Director of Strategic and Private Client Services
Phone (385) 390-0748

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