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THREE

INVESTMENT

PILLARS

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.

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FREE INVESTOR RESOURCES

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We welcome investors that align with our philosophies.  Receive our popular Bequest Compounder, Investment Thesis, and Living Financial Resources.