Products & Services

Form a Hedge Fund. Includes Instruction for Hedge Fund Compliance & Reporting.

Family Offices are a privately held company that enables a wealthy family or individual to grow and transfer wealth across generations. Family Offices provide investment and wealth management services to the family. 

Exclusively for Banks and Credit Unions

• Core System Selection with major vendors FIS, FiServ, Jack Henry & Fintechs
• Core Contract Negotiation
• Pricing Analysis & Negotiations
• Business Terms Analysis & Negotiations
• SLA Negotiations

Specialized consulting services designed to assist Sole Proprietors, Members of LLC's, Corporations & Hedge Funds.

• Specialization Work Teams
• HR recruitment & Compliance
• Strategic Marketing Bookkeeping
• Operating Agreements
• And Much More!

This is an Add-On Service when you form a Hedge Fund and involves strategic exposure to investors who may be interested in your fund.

• Download a free NDA
• LLC Articles of Organization
• Corporate Bylaws
• General Non-Profit Articles of Incorporation
• Multi Member Managed Operating Agreement