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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.

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OVERVIEW AND EXPERIENCE

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

NICK CHAMBERS

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

NICK CHAMBERS

Partner, UHY LLP
Managing Director, UHY Advisors

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JENNA KIM

Principal, UHY Advisors
Long Island, New York

JENNA KIM

Principal, UHY Advisors

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MEHMET SENGULEN

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

MEHMET SENGULEN

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

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N. THÉRÈSE WOLFE

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

N. THÉRÈSE WOLFE

Partner, UHY LLP
Managing Director, UHY Advisors

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VICTOR HIEKEN

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

VICTOR HIEKEN

Partner, UHY LLP
Managing Director, UHY Advisors

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SCOTT MCRUER

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

SCOTT MCRUER

Partner, UHY LLP
Managing Director, UHY Advisors

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KATHERINE JUAREZ

Principal, UHY Advisors
Houston, Texas

KATHERINE JUAREZ

Principal, UHY Advisors

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JD GENESER

Partner, UHY LLP
Managing Director, UHY Advisors
Des Moines, Iowa

JD GENESER

Partner, UHY LLP
Managing Director, UHY Advisors

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DAN BRUCE

Principal, UHY Consulting
Sterling Heights, Michigan

DAN BRUCE

Principal, UHY Consulting

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MICHAEL ZMOROD

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

MICHAEL ZMOROD

Partner, UHY LLP
Managing Director, UHY Advisors

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WILLIAM KINGSLEY

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

WILLIAM KINGSLEY

Partner, UHY LLP
Managing Director, UHY Advisors

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CHARLES BRUNO

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

CHARLES BRUNO

Partner, UHY LLP
Managing Director, UHY Advisors

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MEHMET UGUR

Partner, UHY LLP
Managing Director, UHY Advisors
Houston, Texas

MEHMET UGUR

Partner, UHY LLP
Managing Director, UHY Advisors

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A. MICHAEL BUCCI

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

A. MICHAEL BUCCI

Partner, UHY LLP
Managing Director, UHY Advisors

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ANTHONY FRABOTTA

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

ANTHONY FRABOTTA

Partner, UHY LLP
Chairman Emeritus, UHY Advisors

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THOMAS SENA

Principal, UHY Advisors
New York City, New York

THOMAS SENA

Principal, UHY Advisors

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DAISUKE TERAKAWA

Principal, UHY Advisors
Orange County, California

DAISUKE TERAKAWA

Principal, UHY Advisors

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JOHN WAI

Principal, UHY Advisors
Long Island, New York

JOHN WAI

Principal, UHY Advisors

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CHEUK CHU

Principal, UHY LLP
Houston, Texas

CHEUK CHU

Principal, UHY LLP

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JEAN HOWE LOSSI

Principal, UHY Advisors
Hudson, New York

JEAN HOWE LOSSI

Principal, UHY Advisors

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CYNTHIA SCHEUER

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

CYNTHIA SCHEUER

Managing Partner, UHY LLP
Managing Director, UHY Advisors

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STEVEN MCCARTY

Chief Executive Officer, UHY Advisors
Sterling Heights, Michigan

STEVEN MCCARTY

Chief Executive Officer, UHY Advisors

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JEANINE MARINO

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

JEANINE MARINO

Partner, UHY LLP
Managing Director, UHY Advisors

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VIN NGUYEN

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

VIN NGUYEN

Partner, UHY LLP
Managing Director, UHY Advisors

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NICK THEOS

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

NICK THEOS

Partner, UHY LLP
Managing Director, UHY Advisors

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THOMAS BOWEN

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

THOMAS BOWEN

Partner, UHY LLP
Managing Director, UHY Advisors

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AMY BLOOM

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

AMY BLOOM

Partner, UHY LLP
Managing Director, UHY Advisors

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DANIEL JONES

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

DANIEL JONES

Partner, UHY LLP
Managing Director, UHY Advisors

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SUZANNE MULDOON

Principal, UHY Advisors
Hudson, New York

SUZANNE MULDOON

Principal, UHY Advisors

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ERIK BONSTROM

Partner, UHY LLP
Managing Director, UHY Advisors
Des Moines, Iowa

ERIK BONSTROM

Partner, UHY LLP
Managing Director, UHY Advisors

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JILL STARRS

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

JILL STARRS

Partner, UHY LLP
Managing Director, UHY Advisors

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LEO VARNER

Principal, UHY Advisors
Houston, Texas

LEO VARNER

Principal, UHY Advisors

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SCOTT NORRIS

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

SCOTT NORRIS

Partner, UHY LLP
Managing Director, UHY Advisors

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COREY MASSELLA

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

COREY MASSELLA

Partner, UHY LLP
Managing Director, UHY Advisors

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THOMAS R. REY, JR.

Partner, UHY LLP
Managing Director, UHY Advisors
Columbia, Maryland

THOMAS R. REY, JR.

Partner, UHY LLP
Managing Director, UHY Advisors

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MICHAEL MAHONEY

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

MICHAEL MAHONEY

Northeast Regional Managing Director, UHY Advisors

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CHRISTOPHER OLIVA

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

CHRISTOPHER OLIVA

Partner, UHY LLP
Managing Director, UHY Advisors

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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

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MARC LICHTMAN

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

MARC LICHTMAN

Director of SEC and PCAOB Matters, UHY LLP

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THOMAS CALLAN

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

THOMAS CALLAN

Great Lakes Regional Managing Director, UHY Advisors

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CHUCK NORMAN

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

CHUCK NORMAN

Partner, UHY LLP
Managing Director, UHY Advisors

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MICHAEL LIPSCHULTZ

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

MICHAEL LIPSCHULTZ

Partner, UHY LLP
Managing Director, UHY Advisors

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YUTA CHEN

Principal, UHY LLP
Irvine, California

YUTA CHEN

Principal, UHY LLP

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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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