Strategic Partnerships and Collaboration

Financial services are often faced with complex challenges that require expert, third party resources.  In many cases, this requires significant time to find the right partner (and in many cases, several independent resources are needed).

Along with the wide range of services we offer directly, we act as a "central point of contact" for clients to find the right experts based on the situation.  We form partnerships with firms and individuals that have the requisite subject matter expertise and who take a similar practical approach.  We are also able to help manage these relationships to ensure that clients are properly served and to make those interactions more efficient.  

Types of Partnerships

  • Legal
  • Regtech
  • Tax/Audit
  • Cybersecurity
  • Communications and PR