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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

For event details, please contact our Wealth & Asset Management practice.

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EY-Global Hedge Fund Symposium Series 2012

Global Hedge Fund Symposiums

Held in financial centers around the world, this symposium series examines the multi-faceted issues and challenges facing the hedge fund industry.

EY- Get the facts on FACTA

We offer knowledge and resources to help navigate the Foreign Account Tax Compliance Act.