Launch advisory and support

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Business development support from new launch to franchise management, including best practices at each stage

Assistance with selection and appointment of best in class fund service providers and professional advisers

Assistance with structuring, including advising on fund legal structure, liquidity and share class terms, and fees and transparency

Operational and organizational guidance prior to appointment –including ensuring key roles are filled (outsourcing vs. internal hires) and advise on policies and procedures to address valuation (independent pricing sources), compliance, risk management, accounting and administration, legal and regulatory as well as Operational Due Diligence best practices

Greg Bennett

Contact Greg for more details

Wendy Beer

Contact Wendy for more details

Bill Fleury

Contact Bill for more details

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