Offensive Security Assessments for Emerson Health
Emerson Health partnered with DenSecure to strengthen its cybersecurity posture through a
Innovative Post-Merger Audit Solutions for NHTrust Financial Advisors
During 2020, NHTrust grew significantly, merging and consolidating three wealth management entities. Finding the right time and the right approach to complete the annual internal audit necessitated a customized solution.
About Company
Following their values of accountability, mutuality, excellence, respect, integrity, teamwork and stewardship, NHTrust provides financial trust and advisory services to customers throughout New Hampshire. Their team of professional advisors are committed to exceptional service and support for their customers and communities by building relationships based on trust.
Company
-
Company Size: Mid Market -
Employees: 80 -
Location: USA
Results Snapshot
-
1Affirmation of identified operational issues.
-
2Customized solutions to address specific business challenges and optimize operational activities.
-
3In-depth analyses of potential control gaps and compliance risks.
How We Helped
Service 1
- Sub service steps placeholder title goes here
- Sub service steps placeholder title goes here
- Sub service steps placeholder title goes here
Service 2
This is the content of the accordion item. You can add any blocks you like here.
Get the Same Results
Other Categories
Wolf & Company was a responsive and innovative partner, helping us navigate through the changes in our business. Their trust expertise and tailored approach gave us confidence that we had an effective control environment to satisfy our clients and other stakeholders. Wolf’s team, including the principal, worked with us extensively to develop a customized solution for our needs and their ability to be flexible and creative sets them apart from our other partners.”
Paul M. Provost, CFP
President, NHTrust Financial Advisors
Challenge
During 2020, NHTrust grew significantly, merging and consolidating three wealth management entities. Finding the right time and the right approach to complete the annual internal audit necessitated a customized solution.
- Performing the internal audit in the middle of the consolidating activity would potentially generate a false impression the overall control environment needed improvement.
- Waiting too long would prevent the internal audit process from providing any value to management and the audit committee.
Solution
After assessing the situation, Wolf & Company’s Internal Audit Services group developed an innovative and comprehensive extended trust review to follow up on anomalies. This review:
Gave management and the audit committee confidence regarding risk identification and magnitude of any opportunities to improve.
Validated the internal control structure put into place post merger.
Resources
Insights & Thought Leadership
Stay informed with expert analysis from professionals who understand your industry and the challenges shaping it.
