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who we serve

Our team of client-dedicated professionals have years of experience supporting wealth managers, financial planners, hedge funds, venture capitalists, private equity funds, registered investment advisers, exempt reporting advisers, and single- and multi-family offices.

White Walls

Wealth Managers

WEALTH MANAGERS

Our team offers a wide range of services to wealth managers. Whether you are looking for project-based or day-to-day support, we can help. 

 

  • Registration and regulatory filings

  • Compliance program design and implementation 

  • Document drafting

  • Operations streamlining

  • Risk assessment 

Hedge Funds

HEDGE FUNDS

Regardless of fund type or fund structure, our team is fully experienced with the full fund life cycle, including:   

 

  • creation of domestic and offshore entities;

  • launching and closing private funds; 

  • creating and facilitating the use of special purpose vehicles; 

  • managing deal syndication; and

  • liquidating and de-registering private investment funds  

Private Equity

PRIVATE EQUITY FUNDS

Regardless of fund type or fund structure, our team is fully experienced with the full fund life cycle, including:   

 

  • creation of domestic and offshore entities;

  • launching and closing private funds; 

  • creating and facilitating the use of special purpose vehicles; 

  • managing deal syndication; and

  • liquidating and de-registering private investment funds  

Financial Planners

FINANCIAL PLANNERS

Our team offers a wide range of services to financial planners. Whether you are looking for project-based or day-to-day support, we can help.

 

  • Registration and regulatory filings

  • Compliance program design and implementation 

  • Document drafting

  • Operations streamlining

  • Risk assessment 

Fund Of Funds

Fund of Funds

Regardless of fund type or fund structure, our team is fully experienced with the full fund life cycle, including:   

 

  • creation of domestic and offshore entities;

  • launching and closing private funds; 

  • creating and facilitating the use of special purpose vehicles; 

  • managing deal syndication; and

  • liquidating and de-registering private investment funds  

Family Office

Family Office

Regardless of fund type or fund structure, our team is fully experienced with the full fund life cycle, including:   

 

  • creation of domestic and offshore entities;

  • launching and closing private funds; 

  • creating and facilitating the use of special purpose vehicles; 

  • managing deal syndication; and

  • liquidating and de-registering private investment funds 

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