2020 Winner • Worldwide Finance Awards
Concept Fund Services
Best Tri-State NY Family Office 2020
AI Fund Services Excellence Award 2020
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Concept Fund Services
Best Tri-State NY Family Office 2020
AI Fund Services Excellence Award 2020
<p>Concept Fund Services leverages broad expertise and deep resources to help clients manage their compliance responsibilities for current and pending industry and tax regulations. We identify potential areas of risk and exposure and offer solutions that place clients in stronger positions. Finely attuned to adhering to best practices, we match the particular needs of our clients’ funds with the services we provide — paying careful attention to deadlines and keeping them compliant at reasonable costs. Our goal is to give our clients the compliance support to act confidently in their relationships with investment managers, sponsors, investors, custodians, and selling agents.</p>
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