Financial Services

Advising on Strategy, Structure, and Compliance

Financial Services industry entities face intense regulatory scrutiny and market risk as they navigate decisions about how to structure fund offerings, minimize tax exposure, and ensure compliance. 

As a leading provider of audit, accounting and tax services for investment fund managers and private equity firms, Anchin’s Financial Services Team develops strategic, growth-oriented solutions to address key concerns at every stage:

  • Audit and accounting services
  • Tax services
  • Tax planning and structuring
  • Tax, financial, and accounting due diligence
  • IT assessment and consulting
  • Business valuations
  • Quality of earnings evaluation

Our team of experienced professionals offers in-depth industry knowledge while recognizing that each transaction is unique. We provide our expertise and insights to keep you informed and to help you achieve your business and financial goals. We serve:

  • Hedge Funds
    • Emerging Managers
    • Fund Services
  • Private Equity
    • Emerging Managers
    • Fund Services
    • Portfolio Services
  • Venture Capital
    • Emerging Managers
    • Fund Services
    • Portfolio Services
  • Special Purpose Vehicles, Joint Ventures & Portfolio Companies
  • Funds of Funds
  • Investment Managers, General Partner Entities & Principals
  • Broker Dealers
  • Regulated Investment Companies

Our Emerging Manager Platform offers new fund managers access to a range of valuable and innovative resources to support a successful fund launch and seasoned guidance through all subsequent stages.

The Cayman Islands have developed into one of the most popular jurisdictions for offshore funds. In compliance with the requirements of the Cayman Islands Monetary Authority (CIMA), we work closely with our affiliate, Anchin, Block & Anchin (Cayman) Ltd., to ensure that the same quality service is provided to those clients requiring an offshore auditor.

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