FOR ATTORNEYS & TRUSTEES
A Resource For Complex Alternative Investment Holdings
Alternative Investment Liquidity works with attorneys, trustees, executors, fiduciaries, and estate professionals whose clients or beneficiaries hold DST interests, non-traded REITs, limited partnerships, private placements, and other illiquid alternative investments. We help evaluate potential liquidity opportunities while supporting estate, trust, and fiduciary administration objectives.
Holdings We Review
Alternative Investments
Attorneys & Trustees Encounter
Investments
We Review
Alternative Investment Liquidity assists attorneys, trustees, executors, fiduciaries, and estate professionals whose clients, trusts, or estates hold illiquid alternative investments. Each opportunity is reviewed individually with consideration given to ownership structure, transferability, documentation requirements, and potential liquidity alternatives.
DST Interests
Delaware Statutory Trust interests and fractional 1031 exchange replacement property investments.
Non-Traded REITs
Public and private non-traded REIT shares with limited or restricted liquidity options.
Limited Partnerships
Real estate, energy, development, and other partnership investment structures.
Private Placements
Regulation D offerings and privately held alternative investment interests.
Energy Investments
Oil and gas partnerships, mineral interests, and other energy-related programs.
Alternative Assets
Many trust, estate, and client holdings do not fit neatly into one category. We review opportunities on a case-by-case basis.
When Illiquid Assets Become An Administrative Challenge.
Attorneys, trustees, executors, and fiduciaries frequently encounter alternative investments that create unique administrative, valuation, transfer, and distribution considerations. AIL helps evaluate potential liquidity opportunities for complex alternative asset holdings.
Estate Administration
Executors and estate attorneys often encounter alternative investments that must be valued, administered, or distributed as part of the probate process.
Trust Management
Trustees may evaluate liquidity alternatives when managing trust assets, beneficiary needs, distribution requirements, or changing trust objectives.
Inherited Investments
Beneficiaries frequently inherit DST interests, non-traded REITs, limited partnerships, and other alternative investments they may not wish to retain long-term.
Fiduciary Considerations
Attorneys and trustees often seek to better understand transfer requirements, liquidity alternatives, and available options when administering complex investment holdings.
Supporting Fiduciaries
Managing Complex Assets
Fiduciary
Resource
Attorneys, trustees, executors, and fiduciaries often encounter alternative investments that present unique valuation, transfer, administration, and distribution considerations. AIL helps evaluate potential liquidity opportunities while supporting trust administration, estate matters, and fiduciary decision-making.
Alternative investments often require review of subscription documents, transfer records, trust documents, and ownership history.
Requirements
Many investments include sponsor approval procedures, transfer restrictions, and documentation requirements that must be satisfied.
Considerations
Determining potential value may require analysis of sponsor information, asset performance, transferability, and market demand.
Responsibilities
Trustees and fiduciaries frequently seek information regarding available options when administering complex alternative assets.
Common Fiduciary Matters
Attorneys and trustees often contact AIL when administering estates, managing trusts, evaluating inherited investments, addressing beneficiary distributions, or reviewing illiquid alternative assets held within fiduciary accounts.
How We Assist Fiduciaries
AIL reviews investment-specific factors, ownership documentation, transfer requirements, and market considerations to help fiduciaries better understand potential liquidity alternatives. Attorneys and trustees remain in control of client, trust, and estate matters throughout the process.
A Structured Review
Without Obligation
Every opportunity is reviewed individually. Our process is designed to provide clarity regarding transferability, marketability, and potential liquidity pathways before any transaction decisions are made.
Submit Information
Provide basic details regarding the investment position, ownership structure, and available documentation.
Review
AIL evaluates the investment type, transfer restrictions, sponsor requirements, and available transfer pathways.
Market Assessment
We determine whether a secondary market opportunity may exist based on current investor demand and transaction activity.
Discuss Options
If a viable pathway exists, we discuss potential next steps, timing considerations, and transaction requirements.
FAQ For
Attorneys
& Trustees
Attorneys, trustees, executors, and fiduciaries often have questions regarding inherited investments, trust administration, confidentiality, documentation requirements, and potential liquidity alternatives.
What types of investments are reviewed?
We review DST interests, non-traded REITs, limited partnerships, private placements, energy investments, and other illiquid alternative investment holdings on a case-by-case basis.
Can AIL assist with inherited alternative investments?
Yes. Beneficiaries frequently inherit alternative investments that may be unfamiliar or no longer align with their financial objectives. AIL can help evaluate potential liquidity alternatives and transfer considerations.
Is there any obligation to pursue a transaction?
No. A review does not create an obligation to proceed with a transaction. The purpose is to better understand the investment, evaluate available options, and determine whether a potential liquidity pathway may exist.
What documentation is typically required?
Ownership records, account statements, trust or estate documentation, offering materials, subscription documents, and sponsor information may be requested depending on the investment structure.
Is information handled confidentially?
Yes. Information submitted to AIL is reviewed confidentially and handled with discretion throughout the evaluation process.
How long does the review process typically take?
Timeframes vary depending on the investment, ownership structure, available documentation, sponsor requirements, and transaction complexity. Initial evaluations are generally completed before any transaction decisions are made.
Discuss A Trust,
Estate, Or Client Matter
If a trust, estate, beneficiary, or client holds a DST interest, non-traded REIT, limited partnership, private placement, or other illiquid alternative investment, AIL can provide a confidential review of potential liquidity opportunities and transfer considerations.
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