We provide consulting and advisory services to asset management investment firms and family offices, specializing in CFO and COO-related functions. We focus primarily on start-up, emerging and growth stage fund managers, implementing front-to-back finance and operational controls, firmwide governance and risk management. We also provide proactive strategic advisory across tax, deal structuring, investor onboarding, operational due diligence, compliance, technology and vendor selection, implementation and ongoing oversight.
While managers face signficant challenges in achieving optimal returns and raising capital, the need for a robust front-to-back infrastructure is greater than ever. Our experiences in building successful organizations and having an in-depth understanding of all aspects of a manager's business, finance and operational framework enable us to provide our clients with a one-stop solution for all their support needs.