Client Awareness Flowchart
#1 Due Diligence
Knowledge
- DST understanding with Client, Advisor, Trustee
- Any questions or concerns are ironed out, and we try to understand if a DST makes sense for them
#2 Preparation
Desire
- Once the benefits of the DST are understood and client is moving forward, we proceed to Tax Attorney call
- Relevant documentation is prepared, and engagement agreement is sent to client for signatures
#3 Promissory Note
Transaction
- Set Note Terms
- Completion of Risk Tolerance questionnaire
- Develop Investment Strategy
- Establish Client distribution payments per note terms
- Trust is funded with Sale Proceeds
#4 Investment Begins
- Financial Advisor begins investing funds in trust
- Any investment or movement of funds requires signature of both Client and Trustee
- Client can access all brokerage accounts 24/7 to view portfolio
#5 Periodic Review
Support
- Portfolio review with Client, Financial Advisor, and Trustee to discuss and evaluate investments
- If Client requests note terms adjusted, requires draw down of principal, or has any questions, we are available to discuss