Complex Interests

Complex Interests is software used in the stewardship of complex family wealth. Many families with significant private wealth maintain complex legal and financial relationships on account of:
-> direct investments in operating companies and real estate entities
-> elaborate tax and estate planning
-> participation in a myriad of alternative investment vehicles
-> considerable use of debt as a borrow and/or lender
-> maintenance of meaningful collections of valuable personal property (e.g., artwork, antiques, cars), and
-> recurrent philanthropic work (often through a private foundation created by the family).