Tax Services

Consultancy Services

We provide operational and strategic guidance to our clients throughout our engagement and are often separately engaged to provide consulting services that leverage our experience. At times we are engaged even prior to fund formation.

Services include:

  • RIA registration guidance
  • Investor dispute resolution
  • Partner buyouts
  • Performance / incentive fee restatements
  • ILPA reporting
  • System implementations
  • Compliance reviews
  • Process and workflow reviews
  • Fund modeling
  • Litigation support
  • Capital account restatement
  • Investor due diligence support

Let's get started.

Contact Us