Benefits and Considerations of Intra-Family Loans

Intra-family loans provide an opportunity to assist grown children or grandchildren with significant financial objectives, such as the purchase of a home or a business startup, at a loan rate far lower than what is available through a bank.

In this video, hear from Donald Sorota, Managing Director and Founding Partner at Altair Advisers on questions to consider when opting for this type of loan:

  • Why choose an intra-family loan over a commercial loan?
  • When do intra-family loans work well?
  • What do clients need to be aware of if they take this approach?


This material presented is for informational purposes only and should not be construed as legal, tax or personalized investment advice. Altair Advisers is not affiliated with any participating guest and did not provide nor receive compensation related to the guest’s participation. All investments are subject to the risk of loss. Please see Altair Advisers’ Form ADV Part 2A and Form CRS at for additional information about Altair Advisers’ business practices and conflicts identified.