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Built For Wealth Advisors
Verx has built a solution specifically designed to address tail-end pain points for HNW individuals
Stop Client Frustration
Individuals often feel "stuck" in 10 year old + funds.
Stop K-1 Tax Headaches
Eliminate ongoing tax filings and administrative overhead.
No Discounts
Exit positions quickly and avoid secondary sale discounts.
Exit Legacy Positions.
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In Minutes, Not Years.
*Timeline assumes pre-approved solutions
How It Works
1
Transfer your tail-end interests to Verx
1
Pre-approved legal framework processes transfers in days, not weeks.
2
Verx assumes all administrative responsibilities
Verx replaces you in the partnership and holds the position through final liquidation — removing you from K-1s and all admin burdens.
3
Verx will pass back up to 100% of NAV* as the fund winds down
All future fund proceeds flow to you automatically, *capped at transfer-date NAV for tax-efficient installment treatment
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