WEBINAR

Custodial Considerations for Alternative Assets – January 30th
January 30 @ 2:00 pm - 3:00 pm
Are you considering or currently offering alternative investments to your clients? If so, you likely have or will experience some of the custodial challenges that many of the larger, brokerage based custodians impose on alternative assets. Jason DeBono, President of NuView Trust Company helps advisors navigate the custodial considerations that…
Presenter/s: Jason DeBono

Are you considering or currently offering alternative investments to your clients? If so, you likely have or will experience some of the custodial challenges that many of the larger, brokerage based custodians impose on alternative assets. Jason DeBono, President of NuView Trust Company helps advisors navigate the custodial considerations that can help simplify the process of giving your clients more investment choices.

From fees and process to tax considerations like Unrelated Business Income Tax or Unrelated Debt Financed Income as well as strategic asset Roth Conversions, this presentation will help ensure you understand all the custodial considerations associated with alternative assets and are prepared to navigate them with ease!

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Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.

The replay will be available to Blue Vault members and partners only. For information about becoming a member, click here.

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.

Featured Speakers

Jason DeBono
President NuView Trust Company

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