Family Investment Group: Structuring Wealth, Investments, and Legacy for Generational Growth

02 Sep 2025

Explore how family investment groups, offices, and entities manage assets, businesses, and governance with professional, legal, and tax guidance.

Foundations of a Family Investment Group

What Is a Family Investment Group and Why Does It Matter

A family investment group is the legal stack of LLCs, family limited partnerships (FLPs), corporations, and trusts that own and manage family assets. In practice, this stack is organized into family investment entities.

These entities are not just paperwork. They decide how family wealth is protected, taxed, and transferred. A well-structured group delivers clarity:

It ring-fences liability.
It defines economic interest and records all the membership interests across family members.
By utilizing an investment entity, families can create efficient pathways for wealth transfer and effective tax planning.

Done right, the structure reduces disputes and strengthens estate planning, preserving capital for the next generation.

Family Office vs Family Investment Group Explained

A family office serves as the central hub. It sets policy, manages governance, and coordinates with investment professionals and external advisors. Its role is oversight, not ownership.

A family investment group is the balance sheet. It is made up of investment entities and investment vehicles that hold assets, generate income, and allocate returns.

They are separate but connected. The family office engages legal and accounting advisors, CPAs, and investment professional firms to design policies. The family investment group, through family investment companies, executes those decisions by deploying capital.

A family business operates companies and takes on market risk. A family investment group manages wealth with structure, governance, and tax discipline to preserve it across generations.

The family office sets policy; the family investment group holds assets. The table below shows how their roles differ.

Dimension	Family Office (FO)	Family Investment Group (FIG)
What it is	An operating model or service entity that manages and coordinates the family’s affairs.	A set of legal entities (LLCs, FLPs, corporations, trusts, SPVs) that own and hold assets.
Primary purpose	Policy, governance, oversight, reporting, vendor coordination, education, and admin.	Hold and deploy capital; allocate income, gains, losses, and cash to owners or beneficiaries.
Typical legal form	Service company (LLC or similar); sometimes a cost-sharing arrangement.	Holding LLC/LP, family limited partnership (FLP), corporation, trust, or SPVs.
Who it serves	The family and affiliated entities.	The owners and beneficiaries (family members or trusts).
Revenue/expenses	Usually, a cost center is funded by the family.	Earns investment income, pays entity expenses, and distributes cash or allocations.
Governance focus	Policies, charters, reporting calendars, and vendor/manager oversight.	Operating/partnership agreements, trustee documents, appraisal reports, and distribution rules.
When to use	When families need coordination, governance, consolidated reporting, and oversight.	Always, since assets must live in entities, design depends on asset type and family strategy.

Family Investment Entities and Their Legal Structures

Families rely on formal family investment entities to manage and transfer wealth.

The most common is the limited liability company (LLC), which is governed by an LLC operating agreement that defines its economics and voting rights. Families also use family limited partnerships (FLPs) to consolidate assets and plan for generational transfer.

Why these structures matter:

A family LLC can facilitate the transfer of wealth to children by utilizing valuation discounts
Discounts reduce the portion of gift tax purposes covered by their lifetime exemption, preserving more room for future transfers
Discounts also create potential gift tax savings through minority and marketability adjustments
An FLP pools assets such as real estate, centralizes income, and enables structured transfers

Together, these entities serve as efficient investment vehicles. They define ownership, prepare for succession planning, and ensure tax compliance. Without them, families risk conflict, valuation disputes, and unnecessary exposure to estate or transfer tax.

The Role of Family Investment Companies in Pooled Structures

Family investment companies act as centralized hubs for pooled wealth. They bring together capital from across family entities, contract with banks and managers, and ring-fence liability. As formal investment entities, they separate ownership from operations, which makes reporting more efficient.

By using structured investment vehicles such as LLCs or pooled holding companies, families create a scalable platform for owning family assets. When governance and tax planning are integrated, the investment company turns pooled resources into continuity and aligns execution with your family’s goals for wealth and estate planning.

Family Business vs Family Investment Group Dynamics

A family business creates operating income, employs staff, and carries market risk. A family investment group exists to preserve wealth, allocate returns, and document succession planning.

The two overlap on governance but diverge on liability and tax. Businesses face commercial volatility. Investment groups emphasize legal formalities, structured transfers, and tax compliance to ensure that wealth is passed down across generations.

Governance, Membership, and Compliance

Governance Models in Family Investment Groups

Strong governance prevents conflict and ensures continuity. A family investment group relies on clear rules that balance the influence of family members, the judgment of investment professionals, and the oversight of advisory boards. Families that succeed treat governance as a system, not a formality. Advisory boards provide objectivity, while trusted firm and investment professionals bring discipline to investment policy and wealth planning.

This balance allows the group to operate with the rigor of a professional firm while preserving family values. It also ensures that decisions align with long-term wealth management goals, rather than short-term preferences.

Defining Rights and Interests in Family Entities

Every family entity must document who owns what, and on what terms. This begins with defining economic interest, which reflects rights to cash flow, and all the membership interests, which record ownership. Families often use non-managing LLC interests to transfer ownership to the next generation without giving them day-to-day control.

Transfers are also recorded precisely. Agreements outline the terms and conditions under which a family can transfer membership interests, thereby protecting continuity and ensuring that outside parties cannot disrupt governance.

Transferring Wealth Through Family Entities

Structured transfers decide whether family wealth is preserved or eroded. Families rely on partnerships, trusts, and LLCs to transfer wealth in line with their long-term succession planning. Planning ahead prevents rushed decisions and costly disputes.

Business succession planning equips heirs for leadership while ensuring continuity for employees and stakeholders.
Every transfer must be documented for gift tax purposes and reviewed for potential transfer tax exposure.
Family entities, such as LLCs, can reduce transfer tax liabilities through valuation discounts when gifting assets to children.

When recorded properly, these transfers protect families with regulators and reduce the risk of conflict across generations.

The Role of Family Members in Investment Groups

The strength of a family investment group is measured not only by its documents but also by its participation. Family members engage in different ways: some directly, while others through co-investment vehicles that allow them to back opportunities without disrupting group structures.

Next-generation involvement builds commitment. Structured programs enable younger members to begin making family investments in line with governance rules. The result is a framework that protects the wealth of a wealthy family, while also adapting to their changing needs. Done right, governance ensures that every decision supports continuity and aligns with your family’s goals.

Legal, Tax, and Advisory Framework

Legal and Accounting Advisors in Family Investment Groups

No family investment group succeeds without expert guidance. Legal and accounting advisors shape structures, maintain compliance, and prepare families for transfers. It is essential to consult with a qualified legal professional to ensure proper valuation, compliance, and effective wealth transfer strategies. Their work includes:

Delivering legal or accounting advice on entity setup and ongoing reporting.
Drafting agreements for LLCs, partnerships, and other family entities.
Coordinating with accounting advisors and tax advisors to align filings with transactions.
Securing valuation benefits through documentation and appraisal support.

When families neglect this expertise, disputes and audit risks increase, and the group’s long-term stability is weakened.

Tax Compliance and Wealth Planning Considerations

Compliance is non-negotiable. A disciplined family investment group treats taxes as part of strategy, not just a filing exercise. Key practices include:

Recording transfers for gift tax purposes.
Using his or her lifetime exemption to reduce taxable estates.
Obtaining appraisal and tax compliance reports to support positions.
Aligning entity activity with broader wealth planning goals.
Confirming that each entity accounts for its own tax obligations.

With timely filings, guided by trusted tax advisors, families safeguard family wealth while minimizing risk.

Appraised Fair Market Value in Family Investments

Valuation shapes how ownership transfers are taxed and defended. An appraised fair market value must support every shift in family investment entities.

Fair market value represents the amount a hypothetical willing buyer would pay for an asset.
Minority interest positions and lack of marketability justify minority and marketability discounts. These reduce taxable value when ownership is limited or hard to sell.
Courts and regulators expect appraisals to reflect the same underlying value as the portfolio’s net asset value.
A clear appraisal record anchors planning for gift tax purposes.
Marketability discounts generally require strong documentation to withstand audits.

When families secure proper records, they preserve the valuation benefits they are entitled to and protect themselves from regulatory challenges.

Capital Gains, Tax Benefits, and Succession Planning

Managing taxes is as essential as managing investments. Families coordinate capital gains, tax benefits, and succession planning to keep assets intact.

Time for the recognition of capital gains to reduce the overall tax burden
Use entity structures to secure gift tax savings
Obtain specialized tax advice before selling businesses or real estate
Integrate planning into long-term wealth planning to protect continuity

The result is a system that minimizes leakage while ensuring smooth intergenerational transition.

Insurance and Risk Management for Family Investment Entities

Even the best structure cannot remove all risk. Insurance complements governance and legal formalities. Families often work with a licensed insurance agency or providers to safeguard assets.

Coverage provides:

Liability protection for directors and managers
Asset protection against operational or property risks
Continuity in the event of disputes or unforeseen losses

When aligned with governance, insurance strengthens confidence that family wealth is secure.

Asset Classes, Investment Vehicles, and Professionals

Diversifying Across Asset Classes in Family Investment Groups

A resilient family investment group spreads risk across multiple asset classes. Families often combine:

Traditional holdings such as equities, fixed income, and real estate
Alternative investments include private equity, venture capital, and hedge funds
Co-investment vehicles that allow family members to participate in deals alongside institutional partners

This mix reduces reliance on any single source of return and provides families with the flexibility to adapt to changing markets. Diversification also prepares them for transferring wealth without exposing heirs to concentrated risk.

Working with Investment Professionals and Advisors

Execution requires expertise. Families partner with:

Investment professionals and portfolio managers are responsible for sourcing and managing opportunities
Firm and investment professionals who provide oversight on structures and compliance
Wealth management teams that consolidate reporting and monitor performance
An investment adviser who aligns strategies with regulatory standards and family goals

Together, these professionals bring rigor to decision-making, allowing families to focus on governance rather than daily operations.

The Role of Investment Entities and Vehicles

Structures matter as much as strategy. Families use different investment vehicles to channel capital efficiently:

Investment entities such as partnerships and LLCs create clear ownership records
Family investment companies pool resources, simplify administration, and contract with banks or managers
Separate family entities hold different assets to ring-fence risk

These vehicles ensure continuity, protect governance, and provide the flexibility to scale across generations.

Making Family Investments: Aligning with Your Family’s Goals

Every decision should serve the family’s long-term vision. Making family investments requires striking a balance between returns, continuity, liquidity, and shared purpose. Families can:

Involve younger members in structured co-investments to build experience
Use governance frameworks to ensure alignment with your family’s goals
Document selection criteria so decisions reflect both opportunity and legacy

Investment activity strengthens cohesion, preserves family wealth, and ensures the group’s values guide outcomes across generations.

Valuation, Wealth Transfer, and Legacy

Underlying Net Asset Value in Family Investment Groups

Valuation starts with what the family owns. The underlying net asset value of a family investment group sets the baseline for measuring performance and transfers.

NAV reflects the underlying net assets of all holdings.
Regulators expect values to connect to the same underlying value across statements and appraisals.
This connection ensures that fair market value assessments are defensible and credible.

Accurate NAV reporting helps families avoid disputes and ensures transparency across generations.

Using Family Limited Partnerships for Wealth Transfer

Family limited partnerships (FLPs) are widely used for transferring wealth in structured, tax-efficient ways. They allow families to pool assets, allocate rights, and maintain control.

FLPs also support:

Tax compliance by documenting transfers clearly
The application of minority and marketability discounts to reflect the fundamental economics of ownership
Business succession planning that prepares heirs for leadership without disrupting operations
Recording transfer of membership interests in a controlled legal entity, limiting outside influence

By using FLPs, families reduce uncertainty and create pathways for a smooth and orderly transition.

Appraised Fair Market and Minority Discounts in Practice

Every transfer requires a credible appraised fair market value. This is the standard the IRS and courts expect, built on what a willing buyer would pay for such an asset.

Key considerations include:

Fair market value appraisals that reflect both assets and entity structures
Recognizing limits faced by a minority interest holder
Applying minority and marketability discounts, which reduce taxable value when interests are hard to sell
It is worth noting that marketability discounts generally require robust documentation to withstand audits
Delivering valuation benefits that align with gift tax purposes

When supported by professional reports, these strategies protect families and preserve planning advantages.

Structuring Legacy Through Succession Planning

True continuity requires more than documents. Succession planning ensures that wealth, governance, and family values are passed down together.

Family entities define economic interests and clearly record all membership interests
Transfers are staged to ensure that family members understand their roles and obligations
Planning accounts for both family business operations and long-term investments
A wealthy family that addresses these details not only preserves its family wealth but also fosters cohesion across generations

Done well, legacy planning connects valuation discipline with governance, keeping families aligned long after the original founders have stepped aside.

Best Practices for Building a Family Investment Group

Use this checklist to ensure your family investment group is built for continuity, compliance, and alignment with your family’s goals.

Governance and Structure

Define roles for family members, boards, and advisors
Document the economic interest and all the membership interests in every entity
Separate the family business from investment entities
Use a family limited partnership or another legal entity to manage the transfer of wealth and ring-fence liability

Tax and Compliance

Engage tax, legal, and accounting advisors early
Record transfers for gift tax purposes and plan for transfer tax exposure
Use the annual exclusion or lifetime exemption to reduce taxable estates
Plan for capital gains and identify available tax benefits before large transactions
Ensure each entity reports its own tax correctly

Valuation and Reporting

Obtain professional appraisals for fair market value
Tie valuations to the underlying net asset value and the same underlying value across reports
Remember that marketability discounts generally require robust documentation to withstand audits
Clarify rights for each minority interest holder
Document asset protection and liability protection measures alongside appraisals

Advisors and Professionals

Work with investment professionals and at least one investment adviser
Utilize experienced and professional investment advisors for governance oversight
Consolidate reporting through wealth management teams
Secure coverage via a licensed insurance agency or providers such as Chase Insurance Agency Services, Morgan Wealth Management, JPMorgan Chase Bank, or Morgan Securities LLC

Family Dynamics and Legacy

Involve next-gen through making family investments or co-investment vehicles
Align every decision with continuity and your family’s goals
Plan early with structured succession planning and business succession planning to protect family wealth
Keep transparency across family entities to avoid disputes

Note: This checklist is not exhaustive. Every family’s structure and circumstances are unique. Use it as a starting point and seek guidance from qualified legal, tax, and investment professionals before making decisions.

Disclaimer: This article is for informational purposes only and does not constitute legal, tax, or investment advice. Asset Vantage is not a law firm, tax advisor, or wealth manager. Families should consult their professional advisors before implementing any structuring or planning strategies.

For additional insights and resources on family office best practices, visit the Asset Vantage Media & Insights page.

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During the Term of this Agreement, if the Software fails to perform substantially in accordance with the Documentation, and such failure is not excluded from warranty pursuant to Clause 12.1, the Company will, at its sole option, use commercially reasonable efforts to repair the Software, provided that Licensee provides Company with all information which the Company requests to resolve the reported failure, including sufficient information to enable the Company to recreate such failure. Provided further that, the Licensee shall within 5 days after such failure has occurred, notify in writing to the Company informing about the failure. The Licensee acknowledges and agrees that the Software Platform may produce inaccurate results because of a failure or fault within the Software Platform for reasons not attributable to the Company or failure by Licensee to properly use and/or deploy the Software Platform. The Licensee assumes full and sole responsibility for any use of the Software Platform and bears the entire risk for failures or faults within the Software Platform on account of reasons not attributable to the Company. Licensee agrees that regardless of the cause of failure or fault or the form of any claim, the Company’s obligation if any shall be governed by this Agreement. Further, the Licensee acknowledges that the remedies set forth in this Clause 12.3 are Licensee’s sole remedies and Company’s sole liability with respect to the warranties provided in this Clause 12.
The software and documentation are provided to licensee on an “as is where is” basis and with all faults and defects without warranty of any kind other than as expressly set forth in this Clause 12. The Company, on its own behalf and on behalf of its affiliates expressly disclaims all warranties, whether express, implied, statutory or otherwise, with respect to the software and documentation, including all implied warranties of merchantability, fitness for a particular purpose, and warranties that may arise out of course of dealing, course of performance, usage or trade practice. Without limitation to the foregoing, the Company provides no warranty or undertaking, and makes no representation of any kind that the licensed Software Platform will meet the Licensee’s requirements, achieve any intended results, operate without interruption, meet any performance or reliability standards or be error free or that any errors or defects can or will be corrected.
The Licensee represents and warrants that it has due authorisations to enter into this Agreement and perform its obligations. Further, the Licensee represents and warrants that its is not barred under law, contractually or otherwise to enter into this Agreement and perform its obligations.

Limitation of liability

The Company and its affiliates, shall not be liable to the Licensee or to any third party for any use, interruption, delay or inability to use the software, lost revenues or profits, delays, interruption or loss of services, business or goodwill, loss or corruption of data, loss resulting from system or system service failure, malfunction or shutdown, failure to accurately transfer, read or transmit information, failure to update or provide correct information, system incompatibility or provision of incorrect compatibility information, or breaches in system security, or for any consequential, incidental, indirect, exemplary, special or punitive damages, whether arising out of or in connection with this agreement, breach of contract, tort (including negligence) or otherwise, regardless of whether such damages were foreseeable and whether or not the Licensee was advised of the possibility of such damages.
In no event will the Company’s and its affiliates’, collective aggregate liability under or in connection with this Agreement or its subject matter, under any legal or equitable theory, including breach of contract, tort (including negligence), strict liability and otherwise, exceed the total amount paid to the Company under this agreement for immediately preceding three month period.

Export Regulation.

The Software Platform may be subject to US export control laws, including the US Export Administration Act and its associated regulations. The Licensee shall not, directly or indirectly, export, re-export or release the Software Platform to, or make the Software Platform accessible from, any jurisdiction or country to which export, re-export or release is prohibited by law, rule or regulation. The Licensee shall comply with all applicable federal laws, regulations and rules, and complete all required undertakings (including obtaining any necessary export license or other governmental approval), prior to exporting, re-exporting, releasing or otherwise making the Software Platform available outside the US.

Indemnification

Licensee hereby agrees to indemnify the Company and its officers, directors, employees, agents, and representatives (“Indemnified Person”) from each and every demand, claim, loss, liability, or damage of any kind, including actual attorney’s/legal fees, whether in tort or contract, that may incur by reason of, or arising out of, any claim which is made by either the Licensee and/or any third party against the Indemnified Person with respect to any breach or violation of this Agreement by the Licensee or any claims based on Licensee’s and/or its client’s use of the Software Platform.

Miscellaneous.

Governing Law: This Agreement is governed by and construed in accordance with the internal laws of United States of America without giving effect to any choice or conflict of law provision or rule that would require or permit the application of the laws of any other jurisdiction. Any disputes arising from or related to this Agreement or any Company Software or service shall be subject to the exclusive jurisdiction and venue of the courts situated in New York, and both Parties hereby consent to such jurisdiction and venue.
Force Majeure: The Company will not be responsible or liable to the Licensee, or deemed in default or breach hereunder by reason of any failure or delay in the performance of its obligations hereunder where such failure or delay is lockdowns, due to strikes, labor disputes, civil disturbances, riot, rebellion, invasion, pandemic, epidemic, hostilities, war, terrorist attack, embargo, natural disaster, acts of God, flood, fire, sabotage, fluctuations or non-availability of electrical power, heat, light, air conditioning or any other circumstances caused beyond the Company’s reasonable control (“Force Majeure Event”). It is hereby clarified that the Licensee’s payment obligation shall continue during the Force Majeure Event.
Notices: All notices, requests, consents, claims, demands, waivers and other communications hereunder shall be in writing and shall be deemed to have been given: (a) when delivered by hand (with written confirmation of receipt); (b) when received by the addressee if sent by a nationally recognized overnight courier (receipt requested); (c) on the date sent by e-mail (with confirmation of transmission) if sent during normal business hours of the recipient, and on the next business day if sent after normal business hours of the recipient; or (d) on the third day after the date mailed, by certified or registered mail, return receipt requested, postage prepaid.
Entire Agreement: The terms and conditions of this Agreement, including its exhibits, constitutes the entire agreement between the parties with respect to the subject matter hereof, and merges and supersedes all prior and contemporaneous agreements, understandings, negotiations and discussions. Neither of the parties shall be bound by any conditions, definitions, warranties, understandings, or representations with respect to the subject matter hereof other than as expressly provided herein. The section headings contained in this Agreement are for reference purposes only and shall not affect in any way the meaning or interpretation of this Agreement. No oral explanation or oral information by either party hereto shall alter the meaning or interpretation of this Agreement. No amendments or modifications shall be effective unless in a writing signed by authorized representatives of both parties. These terms and conditions will prevail notwithstanding any different, conflicting or additional terms and conditions which may appear on any purchase order, acknowledgment or other writing not expressly incorporated into this Agreement.
Assignment:

a. Licensee shall not assign or otherwise transfer any of its rights, or delegate or otherwise transfer any of its obligations or performance, under this Agreement, in each case whether voluntarily, involuntarily, by operation of law or otherwise, without Company’s prior written consent, which consent Company may give or withhold in its sole discretion. For purposes of the preceding sentence, and without limiting its generality, any merger, consolidation or reorganization involving Licensee (regardless of whether Licensee is a surviving or disappearing entity) will be deemed to be a transfer of rights, obligations or performance under this Agreement for which Company’s prior written consent is required. No delegation or other transfer will relieve Licensee of any of its obligations or performance under this Agreement. Any purported assignment, delegation or transfer in violation of this Clause 16.5 is void. The Company may assign or otherwise transfer all or any of its rights, or delegate or otherwise transfer all or any of its obligations or performance, under this Agreement without Licensee’s consent. This Agreement is binding upon and inures to the benefit of the parties hereto and their respective permitted successors and assigns.

b. This Agreement is for the sole benefit of the parties hereto and their respective successors and permitted assigns and nothing herein, express or implied, is intended to or shall confer on any other Person any legal or equitable right, benefit or remedy of any nature whatsoever under or by reason of this Agreement.

Amendment and Waiver: This Agreement may only be amended, modified or supplemented by an agreement in writing signed by each party hereto. Failure or neglect by the Company to enforce at any time any of the provisions hereof shall not be construed nor shall be deemed to be a waiver of the Company’s rights hereunder nor in any way affect the validity of the whole or any part of this License nor prejudice the Company’s rights to take subsequent action.
Reservation of Rights and Remedies: The Company reserves all of its rights to proceed to enforce its rights in connection with all rights not expressly granted to the Licensee in this Agreement.
Severability: If any term or provision of this Agreement is invalid, illegal or unenforceable in any jurisdiction, such invalidity, illegality or unenforceability shall not affect any other term or provision shall to that extent be severed from the remaining terms, conditions and provisions which shall continue to be valid to the fullest extent permitted by law.
Interpretation: For purposes of this Agreement, (a) the words “include,” “includes” and “including” shall be deemed to be followed by the words “without limitation”; (b) the word “or” is not exclusive; and (c) the words “herein,” “hereof,” “hereby,” “hereto” and “hereunder” refer to this Agreement as a whole. Unless the context otherwise requires, references herein: (x) to Sections and Exhibits refer to the Sections of, and Exhibits attached to, this Agreement; (y) to an agreement, instrument or other document means such agreement, instrument or other document as amended, supplemented and modified from time to time to the extent permitted by the provisions thereof and (z) to a statute means such statute as amended from time to time and includes any successor legislation thereto and any regulations promulgated thereunder. This Agreement shall be construed without regard to any presumption or rule requiring construction or interpretation against the party drafting an instrument or causing any instrument to be drafted. The headings in this Agreement are for reference only and do not affect the interpretation of this Agreement.
Independent Development: This Agreement does not preclude the Company from evaluating, acquiring from third parties not a party to this Agreement, independently developing or marketing similar technologies or products, or making and entering into similar arrangements with other companies. The Company is not restricted by this Agreement to make such products or technologies available to third parties.
Disclaimer: The Software Platform is subject to the Disclaimer set out in the Appendix V of this Agreement.

Appendix IV : Privacy Policy

The Customer can access the privacy policy of the Company at the following link: Privacy Policy

Appendix V: Disclaimer

All of the operating procedures with respect to the Software Platform have been designed based on the Company’s experience in working with hundreds of global family offices. Under no circumstances should any person using the Software Platform should make investment decisions based solely on the information setout therein. The Company is not a qualified financial advisor and the Licensee should not construe any information discussed herein to constitute investment advice. The information in the Software Platform is not meant to be, and should not be construed as advice or used for investment, financial planning, legal, accounting, or tax purposes. The Licensee agrees to consult with a registered investment advisor, which the Company is not, prior to making any investment/trading decision of any kind. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. It must be implemented as per individual family office requirements in consultation with the family office’s local accounting and legal professionals.
The Software Platform is based upon information that is relevant while making investment decisions and the Company considers it reliable, but the Company does not represent that it is accurate or complete, and that it should be relied upon, as such. The Licensee should not rely solely on the information in making any investment. Rather, the Licensee should use the information only as a starting point for doing additional independent research in order to allow the Licensee to form its own opinion regarding investments. All recommendations, advice or opinions cited are the professional views of the Company. The Licensee must act upon them with due diligence.
The Company is neither registered as a wealth advisor, wealth manager, investment advisor nor soliciting any investment in any jurisdiction. Further, the Company does not accept any responsibility or liability for the actions or inactions on the part of any individual or firm stemming from the information mentioned in the Software Platform. The Licensee is solely responsible for verifying the information as being appropriate for the Licensee’s use, including without limitation, seeking the advice of a qualified professional regarding any specific financial, legal, accounting, or tax questions that the Licensee may have.
The Company makes no warranties and gives no assurances regarding the truth, timeliness, reliability, or good faith of any material/factual data in the Software Platform. The Company does not warrant that investment/trading methods or systems presented in the manual will result in profits or losses. The Company makes no guarantees as to the accurateness, quality, or completeness of the information and the Company shall not be responsible or liable for any errors, omissions, inaccuracies in the information or for Licensee’s reliance on the information Vis-à-vis the Software Platform.