As a fund advisor to a brand new fund—or as a successor advisor to a fund that’s been around for awhile, you are sure to have questions about how your fund works. First and foremost, give us a call!
To help point you in the right direction, though, we’ve captured some of the most frequently-asked questions right here at your fingertips.
How long will my fund last?
(from page 2 of the three-ring New Fund Information Guide)
What can I give to my fund?
(from page 3 of the three-ring New Fund Information Guide)
How can I leave a legacy?
(from page 3 of the three-ring New Fund Information Guide)