Full Service AdvisoryOperational GuidanceInfrastructure DevelopmentSuccession Planning

Full Service Advisory

When creating a new firm, there are a lot of moving parts that need to be integrated into a cohesive plan - branding and marketing, operating and management companies and service providers. Each step needs to be coordinated with the principal’s personal tax and estate planning in mind.

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Operational Guidance

Day-to-day operations can be complex, but finding a method to the madness of modern financial markets is integral to success. Growth relies on innovative thinking while remaining committed to the axioms of sound business practices. A comprehensive growth strategy needs an ear to the past and eye to the future.

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Infrastructure Development

Creating the right infrastructure to help manage the business is about people, process and technology. Integrating those aspects in an efficient, coordinated fashion requires planning and execution. It is important to have a cohesive view on both front and back end infrastructure integration.

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Succession Planning

A successful firm is more than just dollars and cents—it’s a legacy. The process is about growth, stability, and maturity in molding the next generation of leaders by retaining talent and creating a better compensation and equity program. It is important to have a complete succession plan and preparing for the future.

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Expertise of Press Management LLC

Joel Press

Joel Press, Press Management LLC.


Joel Press has over 40 years of experience working with hedge funds, private equity and venture funds as well as broker dealers, banks, asset management firms and financial service industry entrepreneurs advising on operational, technical and strategic issues.

Press Management LLC works with new and existing funds to develop their business plan, fee structure, reporting system and technology needs. Leveraging industry experience and contacts we evaluate Prime Brokerage relationships; help pick the right advisors (legal, accounting, administrators, and insurance etc.); and help negotiate fees of those service providers. Additionally we review the organizational documents including PPM, partnership agreements for the onshore fund and the General Partner, and Articles of Trust for the offshore fund.

Available services include:

  • Succession planning
  • Compensation plans
  • Creating equity plans and franchise value for the firm and its owners
  • Initiate new business plans and strategies to grow and build the firm
  • Operational and compliance reviews and evaluation
  • Expert witness and strategy on cases involving investment firms and their owners
  • Build infrastructure around best practice technology
  • Evaluate disaster recovery program
  • Develop risk assessment needs and implement the right systems
  • Planning for key man event
  • Crisis management
  • Estate and tax planning for the firm, founders and partners

Located In New York

Press Management LLC is located in the heart of New York City. Key to Press Management LLC services is 24-hour access by telephone or email. For further information please do not hesitate to contact us!

Joel Press – Hedge Fund Consultant – A Cradle To Grave Advisory Service

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