Wolf offers a comprehensive suite of assurance, regulatory compliance, and tax services to registered investment advisers, exempt reporting advisers, family offices, and trust companies.
Whether an emerging manager or an established firm with a lengthy track record, our expertise and understanding of your industry will enable us to provide you with relevant insights and practical solutions to issues critical to your operations. Our commitment to quality, along with our registration with and inspection by, the Public Company Accounting Oversight Board (PCAOB) instills confidence in both investors and regulators.
Clients We Serve
- Anti-Money Laundering (AML) Program Reviews
- Business Continuity Planning
- Business Succession Planning
- Financial Statement Audits
- Global Investment Performance Standards (GIPS) Reporting
- Incentive Compensation Arrangements
- Internal Audit
- IT Audit
- Rule 206 Custody Examination
- SOC Reports
- Tax Planning and Compliance