Financial Services

Overview


 
In today's uncertain economic climate, it is essential for financial services companies to partner with a Firm that has the experience and knowledge to help them navigate through the complexities of the highly regulated Financial Services Industry.  As such, Grassi & Co.'s financial services experts are committed to providing high-quality accounting and consulting services to our clients. With over 35 years of experience assisting companies in the Financial Services Industry, our professionals have the knowledge and insight to help financial services companies address their business challenges and achieve their strategic objectives. Grassi & Co. serves clients throughout the United States and internationally through Moore Stephens.

Grassi & Co.'s industry expertise, combined with our commitment to our clients, enables us to provide professional services to various financial services entities, including:
  • Hedge funds
  • Fund of funds
  • Private equity funds
  • Master feeder structures
  • Offshore funds
  • Commodity pools
  • Venture capital funds
  • Family offices
  • Real Estate Investment Trusts (REITS)
  • Broker/Dealers
  • Registered Investment Advisors

Our professionals are proficient in providing financial services companies with audit, tax and management advisory services, including:
Grassi & Co. also offers Cyber and Information Security services, providing needed peace of mind by helping you understand risk profiles, recognize potential threats, determine risk tolerance and create a cyber and information security roadmap and program. 
 
 

Team

James A. Anziano Partner
Victoria Pellegrino Partner, Financial Services Practice Leader
Anthony Tomaro Partner-in-Charge of Grassi Consulting Services
Pasquale Rafanelli Valuation Senior Manager

Newsletters & Alerts

EAlert: Critical Tax Points for Funds, Their Managers and Investors

The impact of 2017’s Tax Cuts and Jobs Act (the “New Law”) on funds, their managers and investors is hard to understate.  In this executive summary of year-end tax issues to consider, we highlight issues for your consideration.  

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EAlert: IRS Issues Workarounds for SALT Deduction

On December 22, 2017 President Trump signed into law the Tax Cuts and Jobs Act. 

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Tax Sins Hedge Fund Managers Should Avoid

In the competitive world of investing, it could be quite tough to launch your fund, seek capital and then deploy that capital.  But what about keeping it going so that you can reap the rewards?  Although many things happen that are beyond one’s control, any of these, by themselves, are enough to cause investors to flee.  They could include a host of things including underperformance to a benchmark, losses over time, volatility, lost faith in management, or even a sudden loss of interest in a certain type of investment style or sector.

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