Request the Investor Guide
Strategic Tax-Aware Yield Within Multi-Entity Structures
Sophisticated family offices deploy private credit as a yield enhancement and diversification strategy across multi-entity portfolios, including partnerships, trusts, charitable vehicles, and holding companies. Our structures are designed to:
-
Maximize after-tax cash yield through thoughtful entity selection
-
Navigate UBIT/UBTI considerations via blocker corporations or fund structures
-
Align cash flows with intergenerational planning goals, including GRATs, CRUTs, and IDGTs
-
Preserve principal visibility and downside protection in line with fiduciary mandates
-
Offer monthly cash flow to meet trust obligations or reallocation targets
Structured Access, Institutional-Grade Execution
We’ve designed a flexible, institutional onboarding process tailored to the needs of family offices, OCIOs, and MFOs. Whether investing through an LLC, LP, revocable trust, or charitable structure, our process aligns with your internal controls and legal frameworks:
-
Entity Review & Custom Subscription Packets – Coordinated with your legal and tax counsel
-
Flexible Funding Protocols – Capital calls or lump-sum commitments, ACH/wire supported
-
Quarterly Reporting, K-1s & Audit-Level Disclosures – Delivered via secure portals
-
UBIT/UBTI Sensitivity Structured In – Proactive design around blocker corps and compliant flow-throughs
-
CPA & Legal Collaboration – We work directly with your advisors for tax efficiency and audit readiness
Download the Investor GuideReady to turn idle retirement cash into steady income? Download the kit below and follow the checklist—it’s easier than you think.
For Family Offices FAQs
Simple. Transparent. Secure.
How It Works
Step 1
Commit Your Capital
Start with investing a minimum of $150,000 into the fund. IRA investments are welcome.
Step 2
We Deploy Capital
Funds are deployed into real estate-backed loans underwritten and managed by experienced operators.
Step 3
Quarterly Income
Investors receive preferred distributions and upside returns, backed by physical collateral.