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Consulting Services

FFS offers consultation with respect to:

  • Business and fund operations and maintenance of accurate and complete books and records
  • Tax planning and compliance strategies for alternative investment funds and alternative investment managers
  • Formation and structure of U.S. and offshore alternative investment funds
  • Referrals to other professional service providers (independent auditors, attorneys, brokerage, etc.)
  • Due diligence on contemplated investments with other alternative investment managers or contemplated private equity investments
  • Calculation of payments to selling agents or brokers
  • Development of automated feeds to investor custodians, brokers or selling agents
  • Daily reconciliation of trades and reporting of daily return estimates
  • Waterfall calculation and independent verification
  • Assistance with valuation models and calculations
  • Overall business operations, structure and opportunities

Fleming Financial Services Inc