About Jagen™
Jagen™ was developed by a six member design team led by founder Joe Luby and included renowned trust and estate attorney Roy M. Adams. The Jagen™ strategy is implemented through the use of highly specialized limited liability companies (LLCs) wherein investors purchase units representing their percentage ownership of the LLC. Each LLC operates as a seperate private fund and the investment capital in each fund is invested according to that particular entity's investment objective and strategy.
There are many potential advantages to an investor utilizing Jagen™ as part of a comprehensive wealth management strategy. Jagen™ funds provides enhanced investment opportunities while removing many risks associated with currently popular discount valuation strategies. Jagen™ provides an exciting new way to access both traditional and alternative investment markets while adding value to the bottom line due to the nature of the investment entities.
There are many potential advantages to an investor utilizing Jagen™ as part of a comprehensive wealth management strategy. Jagen™ funds provides enhanced investment opportunities while removing many risks associated with currently popular discount valuation strategies. Jagen™ provides an exciting new way to access both traditional and alternative investment markets while adding value to the bottom line due to the nature of the investment entities.
- The Jagen™ concept offers access to institutional level investment oportunities, portfolios, strategies, management styles, and pricing structures often unavailable to individual investors.
- Jagen™ funds have specific timeframes wherein the pool of capital is protected from untimely withdrawals in order to enhance the long-term investment results.
- Jagen™ units are privately owned with restrictions on transfer and resale designed to protect the portfolio, preserve the fund's tax status and maintain SEC compliance.
- Special design features intended to enhance the investment results of a Jagen™ fund may cause the reported fair market value (FMV) of the units to be less than their net asset value (NAV) at any given time.
- Jagen™ units may be gifted or used in combination with many other planning techniques (i.e. GRATs, CLTs, IDGTs, Crummey Trusts, FLPs, FLLCs, etc.) using reduced FMV for tax reporting purposes.
- In-kind distribution of Jagen™ units from IRAs, required minimum distributions and conversions to Roth IRAs reflect the reduced FMV on the 1099R for tax reporting purposes.