Estate Exchange

Permissioned Transfer Market

Estate Exchange allows eligible owners to request a transfer of LLC membership interests to qualified buyers, subject to investor qualification, KYC/AML, transfer restrictions, platform review, legal documents, and LLC approval.

Important: Estate Exchange is not a public exchange, not a DEX, and not an unrestricted trading market. All transfers require investor qualification, KYC/AML verification, platform review, legal documentation, and LLC approval. Transfer restrictions apply.
Eligibility Requirements
  • Minimum hold period satisfied
  • No outstanding compliance issues
  • LLC Operating Agreement permits transfer
  • Platform review approved
Transfer Process
  • Seller submits transfer request
  • Compliance & KYC review
  • Buyer qualification verified
  • Legal documents executed
  • LLC approval & cap table update
Transfer Restrictions
  • Subject to LLC Operating Agreement
  • Transfer fee applies
  • Haven Registry record updated
  • Audit log entry created

My Transfer Requests

Lake Tahoe Private Lodge
Lake Tahoe Lakeshore LLC
TX-0091
Eligible
Shares to Transfer
1
Price per Share
$130,000
Total Value
$130,000
Prospective Buyer
—
Transfer Status Timeline
Not Eligible
Eligible
Transfer Request Draft
Submitted
Compliance Review
Buyer KYC Pending
Buyer Approved
Documents Pending
LLC Approval Pending
Transfer Approved
Cap Table Updated
Completed
Estate Exchange

Transfer requests are reviewed on a case-by-case basis. Contact your relationship manager or submit a request above to begin the process.

Equity & Estate is not a public securities exchange. All transfers are private and subject to full compliance review.