Investing For Your Kids And Grandkids

This article is brought to you by Equifund, LLC.

Share on facebook
Share on twitter
Share on linkedin

On Wednesday, we hosted our monthly “Open Office Hours” call with our Equifund subscribers (go here to watch the reply)…

And after a few conversations with our callers, we discovered something interesting…

Many of you are investing in private market deals for the benefit of your family!

And if you’re one of the people who are thinking about building what we’d call a “Legacy Portfolio” – which are investments that have a 10+ year time horizon – this email is for you.

The Secret to Creating Generational Wealth

Most people really don’t like thinking about their eventual death… 

But when it comes to being the steward of your family’s wealth, you have a fiduciary responsibility to make sure it’s managed properly.

Eventually, this means you’ll want to use some sort of entity – like an LLC or a Trust – to hold all of your investments. 

Take, for example, the Walton Family, heirs to the Wal-Mart fortune.

Combined, Sam Walton’s heirs have an estimated net worth of more than $90 billion. 

But that fortune is held using a private holding company known as Walton Enterprises LLC.

However, Sam Walton was smart enough to know that he didn’t just want to own retail stores – he bought banks, newspapers, and other assets along the way.  

Where are all of those assets held? Inside the Walton Enterprises LLC.

Not only does this vehicle provide the Walton family with more privacy, better protection, and greater tax efficiency…

It also forces the shareholders (i.e. the family) to create an investment thesis – or a plan for how that money will be invested (and passed on) for the years ahead.

Even though you might not yet own dozens of private market investments – like real estate, private debt, exciting startups, and pre-IPO companies…

If your goal is to build a diversified portfolio of investments that can help you – and your family – live happier, healthier, and more enjoyable lives…

It all comes back to having a clear, written down plan that everyone understands what is and how it will be implemented.

This document is called the Investment Policy Statement [go here to make yours for free]…

And if you’re looking for a fast, easy, simple way to help you make better investment decisions…

This document is the very first thing you should do – either alone or with your family.

Once you know what your goals are – and you understand what kinds of wealth building strategies best fit your needs – now you can narrow your focus to only a select few investments that meet your thesis.

Not only will this help you – as a family – have more thoughtful discussions around finances and investing

You’ll get to have conversations about your values as a family, and how the family can continue the legacy you’ve created in the future.

And all you have to do is go here and use our free Investment Policy Statement Generator to get started.

Yours for investing equality,

Jordan Gillissie

Jordan Gillissie – CEO
Equifund


Like this article? Share it with a friend:

Share on facebook
Share on twitter
Share on linkedin

This article is not an Equifund Crowd Funding Portal Inc communication. It is brought to you by Equifund, LLC.

More Articles:

The Problem With Digital Health SPACs

The Digital Health sector is on fire right now. There’s been more public exit announcements in Q1 than all of last year combined, with more

Don't make another private market investment without reading this...

The 5 Mistakes

investors make that crush returns

Download this free report now:

Just enter your name & email to access this report for free.

By submitting your email address you will receive access to this report and a free subscription to Equifund’s private investment newsletter. You can unsubscribe at any time and read more about our privacy policy here.

More Articles:

Advertisement:

Kleiner Device Labs

Investment Highlights

  • 1

    Proprietary devices that could revolutionize spinal surgery and greatly improve success rates, reduce pain, and lower costs.

  • 2

    Over 20 patents have been issued to protect the company's technologies.

  • 3

    New devices are being submitted to the FDA, meaning you can get in before a major valuation catalyst.

Pre-Investment Agreement

The next 8 slides will allow us to process your investment. Note that these next steps are a legal requirement – Thank you for your patience and financial support of this investment opportunity. Jordan Gillissie – CEO

Before we execute the investment, it’s important for us to make sure you’re comfortable and knowledgeable in early stage investing. We want to make sure that you:

    • Received and have reviewed the education materials sent to you.
    • UNDERSTAND; that there are restrictions on your ability to cancel your investment commitment and obtain a return of your investment.
    • KNOW; It may be difficult to resell securities acquired under Regulation Crowdfunding.
    • AGREE; investing in securities offered and sold in reliance on section 4(a)(6) of the Securities Act involves risk. Investors should not invest any funds unless he or she can afford to lose the entire amount of his or her investment. Your investment may not work out, and you must be in a financial condition to bear the loss.
  • Hidden
  • Hidden
  • Hidden
  • Hidden

We are currently upgrading our system. If you click submit and the process does not continue in a few seconds, please refresh this page manually, and click Invest Now again and you should be moved on to the next step.

Complete Your Registration

By verifying your account you agree with our terms of use, privacy policy and pre-dispute arbitration agreement. Please complete the registration process by clicking the link below:

Verify Your Email

Please wait a few minutes while we create your account. An email will be sent to you shortly to confirm your admittance. Should the email be delivered to your spam or promotions folder, we recommend you move it to your inbox and mark Equifund as a safe sender.

If you have not received the email in 5 minutes, please click here to have it resent.

Questions? Our customer service team is always here to help – (800) 879-7606

Enter your email address to get instant access to the video: