Click on a category bar below to expand or collapse
it.
Chief
Financial Officer
- Compliance Planning and Oversight
- Business Plans and Budgeting
- Auditor Selection and Client Liaison
- Banking and Prime Broker Relations
- Outside Fund Administrator Selection and
Liaison
- Investor Relations
- Mergers & Acquisitions Support
- Due Diligence and Analysis
- Insurance: General, Directors & Officers,
Key Man, Errors & Omissions
Legal
- Entity Creation and Tax Structure
- Selection
of Legal Counsel
- Liaison with Outside Counsel
- Chief Compliance Officer
- Prepare and Review:
• Fund Documents
• Professional Ethics
• Employment Contracts
• All Other Legal Documents
Human
Resources
- Compensation and Benefits Package
Design
- Employee Handbook
- Staff Training
- HR Ombudsman for Employees / Employee Complaint
Resolution
- Retirement Plan Design and Implementation
Administrative
- Technology
- Real Estate and Negotiations
- Office Operations
- Corporate Identity
