- Financial Planning: Helping individuals or families create and manage a plan for their financial goals (retirement, education, etc.)
- Investment Management: Advising on and managing investment portfolios (stocks, bonds, mutual funds, etc.).
- Risk Management: Identifying and mitigating financial risks (insurance, hedging, etc.).
- Tax Planning: Developing strategies to minimize tax liabilities.
- Wealth Management: Providing comprehensive financial services for high-net-worth individuals.
- Business Valuation: Determining the economic value of a business.
- Mergers and Acquisitions (M&A) Advisory: Assisting with the buying, selling, and merging of businesses.
- Forensic Accounting: Investigating financial fraud and disputes.
- Restructuring and Turnaround: Helping businesses facing financial difficulties.
- Capital Raising: Assisting companies in securing funding through debt or equity.