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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
  • FATCA, CRS, and CbC reporting
  • Hedge fund structuring for tax efficiency
  • Structuring for seed arrangements
  • Mutual fund tax outsourcing including proprietary tax technology and data analytic tools
  • Tax process analysis
  • Uncertain tax position (i.e., ASC 740) analysis

Tax technology products:

Additional resources:

EY - US Tax Reform: insights and resources for financial services

US Tax Reform: insights and resources for financial services

As the latest developments unfold, check back here frequently for tax reform analyses and insights from our EY Center for Tax Policy professionals.

EY Tax News Update

EY Tax News Update

With the EY Tax Alert subscription service, you choose which topical updates you want to receive, and you choose a delivery schedule that's right for you. Sign up today.

EY Tax Webcasts

EY Tax Webcasts

Join EY and other industry professionals as we tackle some of today’s most pressing issues affecting the tax industry.

EY - Get the facts on FATCA

Get the facts on FATCA

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

EY - What is the Common Reporting Standard (CRS)?

What is the Common Reporting Standard (CRS)?

Stay up-to-date with the latest developments involving the CRS.

EY Tax Insights Magazine

EY Tax Insights Magazine

In an era of increased transparency and digitalization, today’s tax function needs to adapt how it interacts with governments & stakeholders to prepare for the future. Issue 17 of EY’s Tax Insights, out now, explores how innovation is transforming the tax landscape.

 

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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.