Offering Legal, Tax, Business & Banking Services to Hedge Funds & Fund Managers Worldwide
Consultations & Becoming a Client
Consultations After reading our many leading articles and web content, you will probably have questions for us. The best way to get quick answers to your specific questions is to speak directly to one of our leading attorneys. After you purchase time, we contact you quickly to schedule your consultation. Most of our clients begin with a consultation by phone and then use email to follow up. Questions commonly addressed in an initial consultation include hedge fund start up, incubator hedge funds, state, and federal investment adviser registration, managing family and friends money, commodity pools, registration as a commodity pool operator, proprietary trading, tax planning, trader entities and trader taxes. We cover a lot of ground in a short period of time. Many clients email a list of questions ahead of time so that we understand your concerns in advance of the consultation. Our consultations offer great value. It is a great way to start a relationship with a law firm. We look forward to working with you soon! After you sign up for a consultation, please read ourSafe Sender Email Instructions so that our communications to each other will not be blocked by overly aggressive anti-spam programs. Email Us
How Can You Help Me? We work exclusively with entrepreneurs that have smaller budgets as well as those that need hand holding. If you are setting up a small hedge fund, or if you are inexperienced in working with lawyers, know that large law firms do not want your business. We do. Our goal is to tailor our legal and tax solutions to your specific needs. We listen to you, and we do not force standardized legal services and tax and accounting solutions on you. We start with consultations. Our prices are attractive, and our values are high! We will work very closely with you. We take pride in our cost-efficient, personalized services that are fast and specialized to meet your individual needs. We are very interested in meeting your needs. Let us assist you with your trading business and help you launch a hedge fund today!
Call Us First We are experts in international hedge funds and tax. Click on any reference below to our leading articles:
Strategic Hedge Fund Planning by Hannah Terhune. Wilmott Magazine Ltd. (Volume 2013, Issue 63, pages 8-11 January 2013).
Trading Foreign Index Contracts? Know the Tax Rules Before You Trade by Hannah M. Terhune and Roger D. Lorence. Stocks, Futures and Options (June 2005).
Thank you for Reading our Website!We offer corporate “white glove” concierge service to select clients. We set up many types of funds, provide business advice and offer ongoing support to all clients. We try to help people as their needs evolved. Our best ideas are not on this website. Are you trying to develop a tax or regulatory footprint outside of your home country? We offer extended office services in Delaware, Florida and in other locations beyond the industry norm. We offer extended residential services in the United States and elsewhere to create a footprint in another country sufficient to assist with banking and brokerage needs. We offer unique ideas and the bandwidth to implement them. We offer tax planning services, tax accounting, books and records preparation, and tax return filing services. If you have a business plan that is unique, know that countries offer “sandbox” regimes to create a license that does not yet fit into an existing regulatory framework. We offer a monthly subscription service that provides awareness concerning developments of law we deem of interest to investment managers as well as investment advisers, both licensed and unlicensed. The span of legal news updates and content awareness covers forex, futures, real estate, crypto, equities and commodities, licensed and unlicensed funds, block chain projects, “sandbox” and “fin tech” projects.
Read helpful articles on hedge funds and international tax planning by Hannah Terhune, a leading hedge fund and international tax attorney. Hannah Terhune's articles are hedge fund and tax planning articles are widely published on the Internet and recommended by TheStreet.com and other respected media. Contact Us for Articles & Reprint Rights
Follow @HannahTerhune
Capital Management Services Group, Inc. is an authority in the hedge fund industry. It is a forward-thinking law firm focused on creating long-term collaborative relationships with a select group of clients interested in the same. It strives to provide “high touch” service and perform a defined set of legal and other services with impeccable efficiency. We offer professional tax advice, state and federal SEC advice, business planning services, international tax, and tax return preparation.
We cater to high-net worth individuals and businesses in the alternative investment community. We are experienced in wealth management, U.S. and offshore hedge fund formations, incubator hedge funds, spot forex funds, master/feeder funds, commodity pools, commodity trading advisory businesses, investment advisory companies, fund administration, SEC and state investment adviser registrations, compliance with Blue Sky laws, and hedge fund taxation. We offer professional tax advice, state and federal SEC advice, business planning services, international tax, and tax return preparation. You may have an unusual situation that needs special attention. We are ready to help. Perhaps you need extra support in an area, such as year-end accounting or performance audits. Blue-sky filings or Investment Advisor Registration We can help. We offer complete 24/7 access and great working relationships. We are simply second to none. Think outside the ordinary.
Our best ideas are not on this website. When you consult with us, you have access to a unique and desirable blend of personalized,yet, professional experience. Give us the opportunity to put our knowledge and expertise to work for you. We provide high quality services at competitive rates. We offer “white glove” corporate concierge services. We have many ideas and the resources to implement them. Get answers to your specific questions and purchase a consultation with a lawyer. We look forward to connecting with you personally and are confident that you will be impressed. We set up a variety of investment funds, provide business and global tax advice, while offering continuous support services to our clients. We help our clients as their needs evolve and take pride in maintaining relationships with our clients.
Our Commitment Henry David Thoreau wrote: "Do not hire a man who works for money, but him who does it for love of it." We are committed to your business plans and bringing you the best possible options. We are an established and internationally recognized business that serves and educates our clients throughout the industry. We do this by striving for the best results. Above all, we are a law firm. A lawyer is a philosopher and role model. The ability to improve our clients' lives is a privilege that we do not take lightly. There is tremendous power in being able to effect a positive change in our clients' lives. Our aim is to welcome our clients and to provide a comfortable, warm environment for all.
