Outsourced CFO Services

Hedge funds, especially those still in their infancy, can’t always afford to hire a full-time Chief Financial Officer, yet they need the insights and expertise a qualified financial advisor can provide. Even managers of well-established funds often elect to outsource that function, preferring to keep a lean in-house management team. An increasing number of our clients are choosing to retain Solona Fund LLC as their outsourced hedge fund CFO because they know they can trust our extensive experience and professional approach to providing financial advice.

No hedge fund administration firm offers a wider spectrum of outsourced CFO services than Solona Fund LLC.

Our hedge fund CFO services can provide:

  • Professional advice on all operational and organizational issues
  • Assistance with establishing internal controls, accounting policies, and financial procedures
  • Current information on all regulatory issues
  • Compilation of performance statistics
  • Administration of separately-managed accounts
  • Gift, estate, and trust planning
  • Selection, procurement, and installation of appropriate technology
  • Comprehensive tax planning for maximum efficiency
  • Preparation and filing of all tax returns
  • Assistance with due diligence reviews
  • Insurance planning and procurement
  • Offshore services, including registered offices, bank accounts, and registered transfer agents
  • Family office services
  • Assistance with all year-end processes and procedures

SCHEDULE A MEETING

To see how you can create a future through outsourced CFO services please schedule a 45 minutes video meeting with us.