Private Equity & Venture Capital

In order to diversify investment risk and capitalize on unique opportunities for investment returns, the popularity of alternative investment strategies has increased in recent years. These vehicles may invest in private equities, debt, leases, hedge funds, funds-of-funds, real estate and sector funds. The management of these complex entities presents challenges to fund managers and investment advisors.

Wolf provides audit and tax services to a wide variety of alternative investment funds including:

• Fund of Funds
• Mortgage Instruments
• Private Equity
• Real Estate
• Venture Capital

Services include:

• Fund financial statement audits
• Tax structuring
• Fund tax compliance
• General Partner tax compliance

Unique strategies and varying degrees of fund activity and in-house accounting and tax resources are just a few of the factors that make our engagements with these funds unique. Accordingly, we work collaboratively with fund management to customize a service approach that is cost effective and precisely tailored to meet your needs.

Our tailored strategies leverage Wolf’s deep experience with audit and tax considerations unique to alternative investment funds – valuation of investments, fees, carry allocations, and timely tax reporting. Be assured that Wolf takes a practical approach to complex valuations. Through our affiliation with PKF International, we have the resources to assist with tax reporting requirements associated with international investments and investors.

Download a PDF to learn more about our Investment Advisor and Funds services.

Download a PDF to learn about 10 Common Employee Benefit Plan Issues.

Download a PDF to learn about 10 Steps to Create a Robust IT Security Program.

Download a PDF to learn about 10 Steps to Help Investment Advisers Remain in Compliance.

Download a PDF to learn about Accounting Guidelines for Early Stage Companies.