Financial Services

By definition, financial services organizations operate in business environments that are complex, heavily regulated, and rapidly changing.
At KSDT, we have built an established, highly trained Financial Services Group dedicated to helping these entities meet their ongoing tax, audit, and compliance challenges, and set the stage for long term success and prosperity.
The Financial Services Group is committed to limiting the burden that our clients and prospective clients face in a variety of ways, including year-round webinars; roundtable events for emerging managers, CFOs and CCOs; our monthly breakfast series; and the Trends Watch Blog as well as quarterly newsletters. By engaging in ongoing communication with our clients and prospective clients, we help them focus on their primary directive and areas of business.
In recent years, many domestically-based KSDT clients have expressed interest in multi-jurisdictional operations or international expansion. We are able to address their needs through KSDT Global, an international network of independent member firms located in key financial centers around the world.
KSDT Global
Illustrative Financial Statements for Investment Funds
These materials contain sample financial statements for private domestic and offshore investment companies including master feeder funds and funds of funds.