A Family Office Committed to Always Doing Right by Our Investment Partners
Our expertise is in real estate, mortgage, and energy assets from acquisition to disposition with the ability to assist clients in alternative investment areas.
WHO ARE WE?
Sarasota, FL based Asset Management firm focused on Real Estate and Energy. Our main focus is acquiring and managing assets that provide predictable monthly passive income without compromise.
WHO WE WORK WITH?
We partner with family offices, accredited investors, and non-accredited investors, including business owners, corporate executives, and employees, all striving to improve the world, one simple investment at a time.
TRACK
RECORD
The Health of Our Investment Fund Offerings
We have never missed a payment or have been late since inception, to our investors in our 4+ year track record.
85M
Assets Under Management
58
Perfect Monthly Distributions
4
Years Track Record
Investment Options
We believe that generating wealth along with consistent and predictable monthly passive income should not be exclusive. That’s why we’ve designed our investment options to cater to both accredited and non-accredited investors.
Bequest INCOME Funds
(For Accredited Investors Only)
Perfect for a more seasoned, accredited investor looking for consistent and predictable monthly passive income to achieve greater financial freedom.
Bequest LEGACY Funds
(For Accredited & Non-Accredited Investors)
For new investors, middle-income individuals and retirees looking for a firm that focuses on investments intended to provide consistent and predictable returns.
INVESTOR
RESOURCES
Elevate Your Investment Decision-Making with Bequest
Discover how to set financial goals, develop an investment thesis, and establish an asset allocation plan to accomplish your goals.
