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Who We Serve

Who We Serve

A DIVERSE GROUP OF CLIENTS

A DIVERSE GROUP OF CLIENTS

Helping clients achieve their strategic goals begins with an in-depth understanding of their businesses. Concept Fund Services’ experienced professionals bring a comprehensive understanding of our clients’ businesses to every engagement—offering a wealth of expertise and insight to help the following entities grow and succeed.

  • Family offices
  • Fund of funds
  • Hedge funds
  • Private equity funds
  • Privately held businesses
  • Real estate investment trusts
  • Venture capital funds

We bring forth innovation and collaboration while helping clients overcome business challenges and enhance their operational and financial structures.  By working together with clients, the Concept Fund Services team is able to assist in enhancing compliance and profitability as well as developing and implementing processes and procedures that result in operations that are more efficient.


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LEADERSHIP TEAM