Asset management

We tailor strategies and solutions to help reduce risks and address critical operational, financial reporting and compliance issues through a range of audit, tax and advisory services including fund formation, transaction services, tax advisory and restructuring, regulatory compliance, risk management, operational guidance, digital strategy, and audit and tax compliance.

Delivering a broad range of audit and tax services including innovative risk, regulatory, operational and digital transformation services to serve the mutual fund marketplace. We provide you with the tools and specialists you need to automate, standardize and centralize processes that create efficiencies and reduce cost and risk.

Linking strategy and execution, our services include audit and tax compliance, fund formation, offshore investment strategies, regulatory compliance, valuation services, SEC readiness, risk management, operational guidance, transaction advisory services, digital transformation and personal tax planning strategies.

We help the registered investment company industry reduce compliance costs and ease its tax and reporting burden with a full range of audit, tax, compliance and advisory services.

Offering guidance to business development companies at every stage of the investment cycle, our experienced specialists help you navigate complex legal, tax and accounting requirements with our full range of audit, tax, valuation and advisory services.