Frequently Asked Questions
How are the investments structured?
We source exclusive private investment opportunities for accredited investors and structure each as a Special Purpose Vehicle (SPV). You get direct exposure to companies we back, with regular updates on progress and annual tax documentation.
What tax form will I receive?
Each SPV is taxed as a partnership. You will receive a Schedule K-1 to file with your taxes.
Where is my tax form?
Tax forms are available in the WealthUnion Portal as soon as they are available.