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Wealth and asset management tax services

Our global wealth and asset management services bring together the broad industry and tax knowledge of thousands of professionals. With offices worldwide, we are a leading service provider to alternative and traditional regulated funds, both onshore and offshore.

Our clients benefit not only from our experience with numerous wealth and asset managers and funds but also from the dynamic blend of cross-border tax services we provide to sellers, buyers and financial intermediaries.

We assist funds in addressing the complexity and challenges inherent in their domestic and global structures. The breadth of our tax services ranges from planning and controversy assistance through tax accounting, controls and compliance.

Our tax services include:

  • International tax planning, including transfer pricing and global tax analysis
  • Jurisdictional tax services (federal, state, local)
  • Transaction tax services
  • Human capital services, including performance and rewards
  • Tax accounting and risk advisory services
  • Individual tax planning and compliance
  • Hedge fund structuring for tax efficiency
  • Uncertain tax position (i.e., “FIN 48”) analysis

Contact us

Gary Chin    Gary Chin 
National Leader
Wealth & Asset Management
416 943 3427
 
EY - Michel Bergeron    Michel Bergeron 
Montreal
Wealth & Asset Management
514 874 4475
 
EY - Mal Grewal    Mal Grewal
Vancouver
Wealth & Asset Management
604 648 3627
 

EY - Advice goes virtual
Advice goes virtual

New digital investment services are changing the wealth & asset management landscape, and will benefit new and existing investors alike. See how.

EY - Global regulatedfunds survey 2014

Managers see 9% annual growth over next five years

Optimism is high among asset managers, but what's driving this outlook? See our Global regulated funds survey 2014 for some answers.