A comprehensive suite customized of services for wealth management firms

Legal

Chief Legal Officer services including litigation support, one time and ongoing legal transactions and M&A due-diligence support

Compliance

Comprehensive Chief Compliance Officer services for regulated RIA’s, broker-dealers and insurance companies

Technology

Cyber security consulting, cyber security program implementation, software development, Salesforce.com, vendor management, IT help desk and network management

Talent Management

Benefits and compensation consulting, recruiting, payroll management, culture and employee career path development

Marketing

Lead generating, digital marketing campaign management, website design and development, brand development, public relations, social media management and event planning

Insurance

General agency (GA), FMO, premium financing and corporate consulting services

Finance and Tax

Outsourced CFO, general accounting support, taxation strategy, client tax planning and preparation, tax settlements and structuring, balance sheet management, M&A and capital financing

Operations

Operations outsourcing, trading, practice management, investment management, broker-dealer transitions, and RIA integrations

Let’s build something great together