Next Generation Trust and KJLK & Co. Partner to Simplify Alternative Asset Access

What Happened

Next Generation Trust Company has entered a strategic partnership with KJLK & Co., LLC to provide accredited investors with streamlined access to the Square One Fund. This collaboration allows individuals to deploy self-directed IRA assets into diverse private market strategies.

The Square One Fund utilizes a dual-track structure to accommodate both qualified purchasers and accredited investors. It offers exposure to private equity, venture capital, private credit, and real estate, aiming to provide institutional-grade diversification within retirement portfolios.

Investors interested in the platform must maintain a self-directed account with Next Generation Trust. As a Rule 506(c) offering, all participants must undergo mandatory third-party verification to confirm their accredited status before investing.

The Core Points

Next Generation Trust becomes the preferred custodian for KJLK's Square One Fund.
The partnership enables self-directed IRA holders to invest in private equity, credit, and infrastructure.
Square One Fund employs a dual-track structure for both accredited investors and qualified purchasers.
Mandatory third-party verification is required for all participants under Rule 506(c) regulations.
Fee-based financial advisors can maintain client asset management while utilizing this platform for diversification.

Context in 60 Seconds

The rise of self-directed IRAs reflects a growing investor appetite for non-correlated assets that operate independently of traditional stock and bond market volatility. By shifting away from standard public equities, high-net-worth individuals are increasingly seeking professional management for private market exposure.

This partnership highlights the trend of financial firms building specialized custodial ecosystems to bridge the gap between individual retirement accounts and institutional-grade alternative investments. Such arrangements allow advisors to maintain client relationships while incorporating complex, illiquid assets into broader wealth management strategies.

Bottom Line

Accredited investors can now utilize their self-directed IRAs to access institutional-grade private market funds through a simplified custodial partnership.

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