EquityKey Estate

EquityKey Estate provides an entirely new estate planning tool for high-net-worth individuals.

The EquityKey Estate option is designed for clients whose home is typically valued at $2 million or more, and who possess a net-worth of at least $5 million.

Our clients receive a lump-sum payment, based, in part, on how many homeowners are participating, and in exchange, they share any future appreciation with EquityKey.

If one homeowner participates, EquityKey typically pays 10% to 15% of the current value of the property today, and evenly divides the future appreciation with the client.

If there are two qualified homeowners, and both choose to participate, they would typically collect 20% to 30% of the property's current value now, and EquityKey would receive 100% of any future appreciation.

EquityKey offers these people and their advisors a new way to address common estate planning hurdles, including a lack of liquidity, cash flow constraints and an aversion to additional debt.

By entering into an option agreement with EquityKey, EquityKey Estate clients have been able to address one or more of these issues.

In addition to these estate planning issues, there are some very practical -- and even enjoyable -- applications for the EquityKey real estate option.

Some EquityKey clients have used the funds they received to diversify their assets. Some have chosen to invest in other real estate while some have invested in various financial markets.

Other EquityKey Estate clients may pursue an EquityKey option in order to experience the benefits of charitable giving now, while they're in a position to witness the fruits of their generosity.

If you are a potential client for EquityKey Estate, we encourage you to work with your financial advisor in determining how the EquityKey option can work best for you.