Weiser's Financial Services Group provides planning and regulatory advice relating to hedge funds, investment partnerships, brokers/dealers, security transactions, and private placements. Our expertise encompasses:

• SEC services
• Mergers and acquisitions
• Hedge funds and investment partnerships
  • Auditing
  • Tax preparation, compliance, and structuring
  • Regulatory compliance
  • Entity choice
  • Onshore and offshore funds
  • Foreign ownerships
• Brokers/dealers
• Auditing
• Compliance
• Net capital requirements
• Entity choice
• Tax structure
• Domicile choice

• Specialty finance

  • Auditing
  • Tax preparation, compliance, and structuring
  • Securitizations
  • Agreed-upon procedures
  • Evaluation and pricing of distressed portfolios
  • Due diligence
  • Litigation support
  • Forensic accounting
  • Fraud investigations
  • Turnaround and restructuring
  • Bankruptcy
• Private placements
  • Accredited vs. non-accredited investor
  • Regulation D requirements
  • 99 partner or member requirements
  • Private placement vs. public transaction
• Information Technology
  • Information technology planning
  • Evaluation and selection of systems
  • Systems implementation
  • Allocation analysis
• Management consulting services