Next Generation Trust Company does not evaluate, recommend, warrant, guarantee, or endorse the legality, propriety, performance, or reliability of any investment, service, statement, opinion, or other representation of any professional listed in our service providers network; carry any liability in any event for any misinformation, misrepresentation, negligence, act, omission, investment results, or wrongdoing of any professional network service provider; have any agreement or arrangement with any professional service provider with regard to any investment or service that may be provided to NGTC account owners or other investors; have any financial arrangement or affiliation with any professional network service provider.

Investment Resources

Investment Resources






One stop real estate shop. We handle acquisition, renovation and property management of the asset. We will give you an up front cost for the whole project. This includes closing costs with title insurance, home warranty, and property insurance.
We even place the tenant, collect rent, deposit into rental account and provide a quarterly statement. We field all tenant and city items to keep everyone compliant.

ReSure LLC

ReSure LLC
Bernard Reisz CPA, Investment Advisor Representative and ReSure LLC advise on the compliant use of self-directed retirement accounts, IRA-LLCs, and Solo 401K Plans. Areas of focus are UBIT,UBTI, UDFI and IRC 4975 prohibited transactions. When appropriate, ReSure implements checkbook-control structures for clients. Tax filings, including Forms 5500 and 990-T are prepared for Solo 401(k)s and SDIRAs. Expanded services include integrated tax and financial services for individuals, businesses, and institutions. For more information please go to https://www.401kcheckbook.com.
Carissa Newton
(317)580-2588 x11
FNEX is “The Alternative Investment Marketplace” connecting accredited and institutional investors to investment opportunities in private companies, private investment funds (hedge funds), and managed futures accounts. FNEX’s mission is to help investors source investment opportunities, and help offering groups connect with investors. FNEX was founded in 2012 by professional investors, entrepreneurs and attorneys. For more information please go to www.FNEX.com.
The Oxford Club
The Oxford Club
The Oxford Club is a private, international network of trustworthy and knowledgeable investors and OXF red shield entrepreneurs. Our mission is simple – to grow and protect the wealth of our Members. The Club’s investment philosophy and ability to share new ideas has passed the test of time. For well over two decades we’ve been successful… through all market conditions. While we’re selective, we are not, per se, a secret organization. In fact, we have over 70,000 members worldwide spread throughout some 100 countries. Our combined wealth is significant – estimated to be about $13.4 billion. William Bonner, the founder of Agora Inc., is also one of the founders of The Oxford Club, which officially started as the Passport Club in 1989. The Club took its current name of The Oxford Club in 1991 to reflect our combination of old-world sensibility and new-age technology. Bill’s idea, and those of the other founders, was to create a private “financial club” of investors who would share their interest in finding unique opportunities around the world… and who agreed that the best opportunities to invest early are usually found through personal connections, not the mainstream press. We research hundreds of investment opportunities and select only those with the greatest potential gains and the lowest risk. Then, we share them with our Members. http://oxfordclub.com/

Michiel de Boer
(781) 652-0499
Venovate has built the first true online platform for alternative investing that lets issuers market private placements directly to sophisticated investors and their advisors. Venovate Marketplace is not just a matching service – on our platform you can invest or raise capital, from start to finish, fully compliant, and all online.

Accredited individuals, qualified purchasers, family offices, and institutions can use Venovate to find, research, and invest in alternative assets like real estate, natural resources, infrastructure, private equity, hedge funds, venture capital, and private companies

Matt Murray Senior Vice President Office:
(312) 204-6970
Chicago Clearing Corporation (CCC) is the securities class action claims recovery specialist. With over two decades in the class action sector and staffed by a team of financial industry veterans, CCC is uniquely suited to securities class action settlement award recovery. Since 2009 alone, CCC has recovered over $120 million for its clients. CCC serves the clients of 1,200 institutional investors which represent over $2 trillion in AUM and manage well over two million client accounts. For more information please go to www.chicagoclearing.com

Valuation Services

Valuation Services



(808) 637-8480
In business since 1995, John O’Scanlon of Equity Valuation Associates provides valuations for IRAs that have invested in notes, limited partnerships, limited liability companies, and closely held stock. Equity Valuation Associates provides reasonably priced reports ranging in cost from $300-$600 depending on the complexity of the valuation situation.

Brad Davidson
(240) 553-1100 x107
SPARDATA is a valuation firm that specializes in pricing portfolios of alternative investments (such as closely-held stocks, notes, partnership interests etc.) for financial institutions. Our clients include PNC Bank, Morgan Stanley Private Bank, 1st Hawaiian and many others. IRA owners must report the fair market value of their IRA’s assets to the IRS each year on Form 5498 (and when distributions are made, report the value of those distributions on Form 1099-R). SPARDATA valuation reports help owners meet this requirement. Call 800-895-1000 or email support@spardata.com for more

Non-Recourse Lenders

Non-Recourse Lenders

First Western Federal Savings Bank
(605) 341-1203
South Dakota

At First Western Federal Savings Bank, you’ll find an honesty from our non-recourse lenders that you won’t find anywhere else. We take extraordinary pride in providing simple, straightforward answers to your very important questions about buying investment real estate. As a portfolio lender for over 30 years, every loan we make stays in-house which means the same person works your application from start to finish and throughout the loan’s repayment so you can always know the status of your deal.

North American Savings Bank was founded in 1927 on the principles of strength and security. Today, with more than $1 billion in assets, we continue to do what we do best— provide strong, conservative leadership and profitably navigate the ups and downs of the economy, while providing a safe and secure place for your deposits. We are a community bank, staffed with your neighbors and friends, who are committed to providing you with high-quality, professional, hometown service.

ERISA Attorneys

ERISA Attorneys



Attorneys for landlords and active real estate investors – helping them defend and enhance their real estate holdings and employing innovative structures to safely grow their real estate portfolio. We use tried and true strategies through unconventional means.

Advise on the compliant use of self-directed retirement accounts, IRA LLC’s, prohibited transaction rules, organization and setup of IRA LLC’s

Deal counsel & structuring for real estate and corporate transactions using self-directed retirement accounts.

KKOS Lawyer Mathew N. Sorensen
Mathew N. Sorensen
KKOS Lawyers
(602) 761-9798
Mat regularly consults self directed IRA owners on IRC 4975 and the prohibited transaction rules, on UBTI and UDFI taxes, and has represented self directed IRA owners before the IRS Appeals Office and the U.S. Tax Court.
Martin Hauptman
Martin D. Hauptman, Esq.
Mandelbaum Salsburg PC
(973) 736-4600
New Jersey
Martin Hauptman is a Partner in the Trusts & Estates, Tax and Corporate practice groups of the firm. His practice primarily focuses on ERISA, pension planning and administration, estate planning and administration, business succession planning, entity formations and planning (including corporations, LLCs, Partnerships, etc.), mergers and acquisitions, IRS and state tax representation, tax and probate litigation, as well as federal and state tax matters.

Martin is a Certified Public Accountant who has significant experience in the design, drafting and termination of qualified plans, sophisticated estate planning, and corporate and individual tax planning. He has represented clients before the Internal Revenue Service and state taxing authorities in complex tax matters, including audits of qualified plans and matters involving the I.R.S. closing agreement program. Martin has also in the past successfully concluded audits to prevent the disqualification of qualified plans; facilitated transfers of closely held businesses to create significant tax savings using ESOPs; developed creative corporate tax strategies for an airline, which resulted in substantial tax savings; and successfully negotiated with the Department of Labor to enable a profit sharing plan to invest in the employer’s business.

Retirewell TPA
Anthony Scialabba
Retirewell TPA
(609) 352-4663
New Jersey
Retirewell TPA Description Coming Soon…