Overview
Bequest Legacy Fund Overview
Bequest was built by investors, for investors, to provide stable, high-yield income opportunities backed by tangible assets. With over five years of on-time payments and fully audited funds, the Legacy Fund reflects our commitment to transparency, discipline, and long-term investor confidence.
The Fund invests directly in performing residential mortgage notes, commercial real estate, and energy assets—three asset classes designed to generate predictable income while reducing exposure to market volatility. Investors benefit from consistent monthly distributions and the flexibility to choose either cash flow or compounding growth.
Investment Example
A $500,000 minimum investment in the Legacy Fund earns an 12% annual preferred return. If the monthly payout option is selected, the investor would receive $60,000 annually—paid as $5,000.00 each month. The principal is preserved through the required three-year hold period and may remain invested indefinitely, as the Legacy Fund is evergreen.
Image Gallery
Step 1: About Us
Bequest Overview Presentation
Bequest Legacy Fund 1 page review
Bequest Due Diligence FAQs 2025
Step 2: Offering Documents
BEQUEST Legacy Fund Subscription Agreement - 2025...
BEQUEST Legacy Fund Confidential Offering Memorand...
Step 3: Investment
Team
Professional Services
FuseFi Transfer LLC
Joseph Latona 305 239 8960 ta@fusefi.com https://www.fusefitransfer.com/
Industry Fintech
Sandy Fliderman (954) 790-6333 sandy@industryft.com https://industryft.com
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