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INDUSTRIES

Family Offices

PRIVATE EQUITY

We support Private Equity funds and their portfolio companies through all phases of the investment cycle with a full complement of services. Our accountants and consultants possess the hands-on experience to help private equity funds and their portfolio companies manage their investments for maximum value.

Capabilities

Trusted financial guidance for family office challenges

Our Family Office practice provides comprehensive advisory services to progressive family offices and families. We look at every client’s needs differently because we know that every family office has unique needs. Known for our entrepreneurial vision, our team will take a collaborative approach to provide you with a variety of services custom-tailored to the needs of today’s family office, including:

  • Strategic, value-added buy-side and sell-side due diligence
  • Business consultations and solutions
  • Tax structuring
  • Complex financial, tax, and operation management
  • Industry-agnostic, global expertise

We can also help diversify your portfolios through alternative investments; invest in privately owned companies and private funds; and guide you through tax structuring for purchases. Our experience on buy- and sell-side transactions gives us insight into the numerous opportunities you can leverage in your negotiations to impact final purchase price.

Trust UHY to help reduce the burden, disruption and time commitment associated with managing wealth, while providing valuable insight to guide your investments that help sustain your family office

OUR PROFESSIONALS

ANTHONY FRABOTTA

Partner, UHY LLP
Chairman Emeritus, UHY Advisors
Sterling Heights, Michigan

ANTHONY FRABOTTA

Partner, UHY LLP
Chairman Emeritus, UHY Advisors

JEANINE MARINO

Principal, UHY LLP
Long Island, New York

JEANINE MARINO

Principal, UHY LLP

THOMAS CALLAN

Great Lakes Regional Managing Director, UHY Advisors
Farmington Hills, Michigan

THOMAS CALLAN

Great Lakes Regional Managing Director, UHY Advisors

DAN BRUCE

UHY Consulting
Sterling Heights, Michigan

DAN BRUCE

UHY Consulting

WILLIAM KINGSLEY

Partner, UHY LLP
Managing Director, UHY Advisors
Detroit, Michigan

WILLIAM KINGSLEY

Partner, UHY LLP
Managing Director, UHY Advisors

PAUL YODER

Director of State and Local Tax, UHY Advisors
Houston, Texas

PAUL YODER

Director of State and Local Tax, UHY Advisors

MARC LICHTMAN

Director of SEC and PCAOB Matters, UHY LLP
Farmington Hills, Michigan

MARC LICHTMAN

Director of SEC and PCAOB Matters, UHY LLP

JEAN HOWE LOSSI

Principal, UHY Advisors
Hudson, New York

JEAN HOWE LOSSI

Principal, UHY Advisors

MEHMET SENGULEN

Office Managing Partner, Long Island, UHY LLP
Managing Director, UHY Advisors
New York, New York

MEHMET SENGULEN

Office Managing Partner, Long Island, UHY LLP
Managing Director, UHY Advisors

MICHAEL LIPSCHULTZ

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

MICHAEL LIPSCHULTZ

Partner, UHY LLP
Managing Director, UHY Advisors

STEVEN MCCARTY

Chief Executive Officer, UHY Advisors
Sterling Heights, Michigan

STEVEN MCCARTY

Chief Executive Officer, UHY Advisors

DAWN DOHERTY

Principal, UHY Advisors
Hudson, New York

DAWN DOHERTY

Principal, UHY Advisors

MICHAEL ZMOROD

Principal, UHY Advisors
New York City, New York

MICHAEL ZMOROD

Principal, UHY Advisors

STEVEN PINSKY

Consulting Principal, UHY Advisors
Long Island, New York

STEVEN PINSKY

Consulting Principal, UHY Advisors

AMY BLOOM

Principal, UHY Advisors
New York, New York

AMY BLOOM

Principal, UHY Advisors

N. THÉRÈSE WOLFE

Principal, UHY Advisors
Hudson, New York

N. THÉRÈSE WOLFE

Principal, UHY Advisors

THOMAS BOWEN

Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan

THOMAS BOWEN

Partner, UHY LLP
Managing Director, UHY Advisors

JILL STARRS

Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri

JILL STARRS

Partner, UHY LLP
Managing Director, UHY Advisors

COREY MASSELLA

Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York

COREY MASSELLA

Partner, UHY LLP
Managing Director, UHY Advisors

A. MICHAEL BUCCI

Partner, UHY LLP
Managing Director, UHY Advisors
Hudson, New York

A. MICHAEL BUCCI

Partner, UHY LLP
Managing Director, UHY Advisors

VIN NGUYEN

Partner, UHY LLP
Managing Director, UHY Advisors
Sterling Heights, Michigan

VIN NGUYEN

Partner, UHY LLP
Managing Director, UHY Advisors

SCOTT MCRUER

Partner, UHY LLP
Managing Director, UHY Advisors
Kansas City, Missouri

SCOTT MCRUER

Partner, UHY LLP
Managing Director, UHY Advisors

CYNTHIA SCHEUER

Managing Partner, UHY LLP
Managing Director, UHY Advisors
Albany, NY

CYNTHIA SCHEUER

Managing Partner, UHY LLP
Managing Director, UHY Advisors

DANIEL JONES

Partner, UHY LLP
Managing Director, UHY Advisors
Long Island, New York

DANIEL JONES

Partner, UHY LLP
Managing Director, UHY Advisors

SUZANNE MULDOON

Principal, UHY Advisors
Hudson, New York

SUZANNE MULDOON

Principal, UHY Advisors

HOWARD FOOTE

Office Managing Partner,
Capital Region, UHY LLP
Managing Director, UHY Advisors
Albany, New York

HOWARD FOOTE

Office Managing Partner,
Capital Region, UHY LLP
Managing Director, UHY Advisors

VICTOR HIEKEN

Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri

VICTOR HIEKEN

Partner, UHY LLP
Managing Director, UHY Advisors

MEHMET UGUR

Principal, UHY Advisors, Inc.
Houston, Texas

MEHMET UGUR

Principal, UHY Advisors, Inc.

NICK CHAMBERS

Director of Private Equity Services, UHY LLP
St. Louis, Missouri

NICK CHAMBERS

Director of Private Equity Services, UHY LLP

SCOTT NORRIS

Principal, UHY LLP
Long Island, New York

SCOTT NORRIS

Principal, UHY LLP

CHUCK NORMAN

Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan

CHUCK NORMAN

Partner, UHY LLP
Managing Director, UHY Advisors

MICHAEL MAHONEY

Northeast Regional Managing Director, UHY Advisors
New York, New York

MICHAEL MAHONEY

Northeast Regional Managing Director, UHY Advisors

ADDITIONAL CAPABILITIES

Audit & Assurance

Our audit and assurance services help you get to know your business even better and on every level. We work with you to help you meet assurance demands. Our audits provide essential insights into the current state of your business and help you to envision and plan a stronger future for your organization.

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Tax

Tax laws can be complicated, but we understand them inside and out. Business or personal, our substantial industry experience and invaluable insights to empower you to take control of your taxes. Trust us to ensure you’ll never pay more than your fair share of taxes when you work with us.

Tax

Consulting

Our consultants collaborate with you to develop and execute specialized solutions uniquely tailored to your unique situation,through our specialized consulting services, we help you optimize profitability and growth, improve workflow and processes, identify and implement technologies, manage risk and compliance, and more.

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Advisory

Our specialty-trained team of advisors work with clients to ensure success in various business needs, including Transaction Services, Corporate Finance, Client Accounting Advisory Services, and International Business Services. We work with you every step of the day to ensure your company is receiving and utilizing to best information and tools to achieve success.

Specialty Services
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UHY LLP is a licensed independent CPA firm that performs attest services in an alternative practice structure with UHY Advisors, Inc. and its subsidiary entities. UHY Advisors, Inc. provides tax and business consulting services through wholly owned subsidiary entities that operate under the name of "UHY Advisors." UHY Advisors, Inc. and its subsidiary entities are not licensed CPA firms. UHY LLP and UHY Advisors, Inc. are U.S. members of Urbach Hacker Young International Limited, a UK company, and form part of the international UHY network of legally independent accounting and consulting firms. "UHY" is the brand name for the UHY international network. Any services described herein are provided by UHY LLP and/or UHY Advisors (as the case may be) and not by UHY or any other member firm of UHY. Neither UHY nor any member of UHY has any liability for services provided by other members.

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