Offering Advice & Services to Traders | Investors | Funds
Our Team of Professionals
Our Customers We interviewed several firms in regards to creating a incubator fund for our firm, after an exhaustive interview process we were most impressed with Hannah and her team. Hannah under promised and over delivered, our documents were created and filed in an incredibly timely and cost effective manner. We will undoubtedly continue to work with Hannah and her team in the future as they have proven to be an valuable asset to our firm. Txxxxx Xxxxxn May 09, 2012
We would like to thank Hannah and the company for their invaluable help in forming our incubator hedge fund. They were extremely knowledgeable, efficient, and professional while working with us, and we are glad to have them as a vital resource as we grow our incubator hedge fund into a full-fledged one. Dale Angus, Golden Egg Capital Management LLC. March 28, 2012.
Hannah Terhune
Hannah Terhune
A veteran hedge fund attorney in private practice for more than twenty years, Hannah Terhune and her staff of professionals through Capital Management Services Group, Inc. provide advice and professional services to a wide range clients on six continents. Hannah has two law degrees. She holds Master of Law (Taxation), received in 1991 from New York University School of Law, located in New York City, and a Juris Doctor, received in 1989 from George Mason University School of Law, located in Arlington, Virginia.
Hannah has written over 100 articles on hedge funds and international tax planning. For many years, she shared her wisdom and wealth of knowledge as a tax law columnist for WorldTrade Executive, Inc. She has served as an adjunct professor, lecturing in taxation, business, and accounting at George Mason University Graduate School of Management and at the Columbus School of Law located at Catholic University in Washington, D.C.
Hannah served as military lawyer (Judge Advocate General ) with the United States Army, Special Operations Command. Her prior military service includes serving as the JAG at the 426th Foreign Internal Defense/Unconventional Warfare Battalion (component of U.S.A. Special Operations Command) located in Upland, California. She also served as the Aide-de-Camp to Brigadier General Robert Lucas while attached to the 351st Civil Affairs Command, located in Mountain View, California. She also served with the 221st Military Policy Brigade located in San Jose, California.
Hannah began her career with KPMG Peat Marwick LLP (Palo Alto), Deloitte & Touche LLP, (San Jose) and the United States Tax Court, Washington, D.C. She attended the American University in Washington, D.C. and received a Bachelor of Arts in 1985.
The competent and professional support team that primarily assists Ms. Terhune are: James C. Brennan, Amy Hong, Michelle Schwenneker, Stephanie Jones, Katherine Pietsch, and Jeanne Lynch.
Our Customers Hannah Terhune and her associates have provided legal advice and services to me for over a year. She provided initial guidance to help determine the kind of fund most suitable for my goals, created the legal documents that are the framework for my hedge-fund, and assisted with ADV submissions to register my company as an Investment Advisor. I continue to rely on her for ongoing compliance issues in this complex and dynamic industry. I found Ms Terhune and her associates to be extremely knowledgeable and helpful in a very responsive way, with friendly and professional manners. Overall a very good experience. Highly recommended. Marty Cawthon ChipChat Technology Group
James C. Brennan
James C. Brennan
An experienced trial attorney in practice for 30 years, Jim provides risk analysis and other advice and professional services to the global hedge fund community. Jim served with the United States Department of Justice in Washington, D.C. as a Trial Attorney from 1982 through 2006. There he handled all phases of complex litigation. From 1975 through 1982, Jim was an analyst in the Counter-Intelligence Division of Federal Bureau of Investigation in Washington, D.C. Jim is a welcome addition to Capital Management Services Group and brings a wealth of expertise, counsel, and wisdom to our practice.
Jim received his Juris Doctor in 1982 from George Mason University School of Law, located in Arlington, Virginia. He graduated from King's College, located in Wilkes-Barre, Pennsylvania, in 1975 with a B.A. in Government.
Our Customers Thank you - Money Science Your explanation of how to start a hedge fund is so clearly stated and easily understood. This should be a chapter in a high school text book or at least minimum college reading. I read it with interest in potentially starting my own hedge fund. I fall within the scope of "Hedge Fund Incubator". I know this article is a few years old but again well worth reading. I may seek your services and have since bookmarked your page. Thank you again. Jxxx Xxxxx January 6, 2012
Amy Hong
Amy Hong
Senior Paralegal Amy Hong has been with Hannah Terhune and Capital Management Services Group since 2005. Amy has nearly 20 years of experience in the legal industry. She has extensive experience in establishing hedge funds and she is an expert in corporate and international law. Amy's knowledge, dedication and expertise is well known and appreciated by our clients.
Amy graduated with honors from Milwaukee Area Technical College with an Associate of Applied Science, Paralegal Studies in 1998. She is an active member of the National Association of Legal Assistants. In her spare time, Amy enjoys horseback riding, gardening, reading, and spending time with her family.
Our Customers Hannah and her team are experts in their field of offshore funds. The expertise and care to think ahead of all the specific issues I might have as a client are greatly appreciated. Capital Management Services Group applies a no-nonsense and straight forward business approach to a complex maze of international rules and regulations. I'm pleased to have them on my team and certainly recommend them to any professional looking for guidance in the hedge fund industry.Andre Voskuil, DutchOracle Capital Ltd. December 28, 2011
Michelle Schwenneker
Michelle Schwenneker
Michelle Schwenneker, named Who’s Who in Executives and Professionals, comes to us with more than 20 years of International and Business Management experience. She graduated with honors from the University of Wisconsin-Milwaukee in 1985, with a B.A. in Economics and International Relations. She has a Customs Brokers license and worked 12 years with Tower Group International, then a subsidiary of McGraw Hill. She opened and managed a branch office for the company and served on the Board of Directors for the Chicago Customs Brokers and Freight Forwarders Association. She later worked in the Transportation Industry as an Office Manager. In both fields she was responsible for compliance with government regulations. “Stick Your Neck Out for Customer Service” was an award she received and believes outstanding service is the foundation to a business’s success. Michelle has a passion for adventure and new experiences.
She enjoys travelling, cooking, reading, cross-country skiing, and country life close to nature and her horses.
Our Customers Hannah and her team were knowledgeable, professional, and a pleasure to work with; having access to their expert help is indispensable in forming an incubator fund or hedge fund entity at a very reasonable cost and time frame. D. Rxxxn December 21, 2011
Stephanie Jones
Stephanie Jones
Stephanie Jones joined Hannah Terhune and her legal team in 2006. Prior to joining Capital Management Services Group as a paralegal, Stephanie worked as a Personal Banker for FirsTier Bank, where she continues to work on Saturdays. With much of her earlier career in banking, Ms. Jones brings a background of helpful and efficient customer service to her work as a paralegal. She received her B.A. in Political Science from the University of Denver in 1999. She went on to pursue and receive her J.D. in 2005 from the University of Denver School of Law.
While working toward both of her degrees, Stephanie was busy raising a family and working as a Head Teller and New Accounts representative. Stephanie likes to spend her spare time with her husband and two daughters. She is also an avid reader and likes to play golf and tennis.
Our Customers
I had a tremendous experience with Hannah and the Capital Management Group. They were timely, courteous, and extremely knowledgeable; and, if Hannah was busy, Michelle made quick work to resolve my problems. I will invariably use CMSG in the future for all my hedge fund needs! I can't thank Hannah enough for making my dream of a hedge fund come to fruition. William B Hoagland, Trend Discovery Capital Management. July 06, 2011
Kathy McElhinny
Kathy McElhinny joined the team of Capital Management Services Group in 2008. She holds a Masters Degree in Psychology from Belford University, received in 1993, and specializes in corporate psychology. Kathy is also a professional artist and published writer. Combining her behavioral science expertise and creativity, Kathy works with organizations and executives to develop new tactics, strengthen leadership and increase capability to leverage group assets and optimize organizational performance.
Kathy also works part-time as an Art and Drama teacher. She is actively involved with her community and the arts.
Our Customers Hannah, With the closing of our first milestone, I thought it necessary to send a note thanking you and your staff for helping us to get our fund launched successfully. Without your expertise, care and introductions to your network of professionals, I sincerely believe that we would not have been successful. You were with us every step of the way, and your personal care and attention to our specific needs gave us the solution we needed. It was wonderful working with you, and I look forward to doing the same in the new year. Best wishes and a Happy New Year! As always, best regards, Dxxxx
Jeanne Lynch
Joining Hannah Terhune and Capital Management Services Group in 2007, Jeanne Lynch brings exceptional technical and customer service expertise. Jeanne Lynch has 16 years experience in business administration, sales, and customer service. She enjoys working close to her staff and customers to provide high tech, high quality service. As Customer Service Manager for Chesapeake Utilities, she oversaw operations of two call centers. She also served as a Technical Services Manager for Bell Techlogix, designing and managing the installation of Wide Area Networks and Voice over IP infrastructures. Ms. Lynch graduated in 1991 with a B.A. in English from Virginia Polytechnic Institute and State University, concentrating on communication studies. When accepted to the University, she was awarded a scholarship from the Veteran’s Administration.
Jeanne is married and has two children. She is a gifted host and entertains many family gatherings. Jeanne is also active with the PTA and enjoys horseback riding and offshore fishing in her spare time.
Our Customers Hannah Terhune and her associates have provided legal advice and services to me for over a year. She provided initial guidance to help determine the kind of fund most suitable for my goals, created the legal documents that are the framework for my hedge-fund, and assisted with ADV submissions to register my company as an Investment Advisor. I continue to rely on her for ongoing compliance issues in this complex and dynamic industry. I found Ms Terhune and her associates to be extremely knowledgeable and helpful in a very responsive way, with friendly and professional manners. Overall a very good experience. Highly recommended. Marty Cawthon ChipChat Technology Group
Why Hire Us? When you engage us for hedge fund you get a unique combination of securities, tax, and international experience, focused on the trader niche. We have established a leadership position with traders. We are one destination for all your very special hedge fund and trader tax needs. We think we have the best set of offering documents based on the current and ever changing federal, state and offshore securities, commodities, and tax laws. We aim and deliver quick turnaround times, because we understand that our customers want to begin their money management business as soon as possible. We conceive, structure, and deploy the best tax saving strategies into your hedge fund vehicle (for the benefit of the manager and their investors) and your management company. Investors value tax-savings strategies and we utilize all our special knowledge and ideas in this area. Our customers value our one-stop relationship. We will help you start your business and continue to assist you. Our tax services division handles accounting, software, and tax compliance, including all tax matters (tax planning and tax returns). Only one thing counts with us and that's our customer relationships!
CapitalManagementServicesGroup.com is recognized by discriminating fund managers and businessmen as being the foremost tax and legal authority in the business. Attorney Hannah Terhune's education and experience are unsurpassed in the area of hedge funds creation and management platforms, and the complex body of related tax laws. Ms. Terhune's extensive knowledge and experience have made her an indispensable resource for serious hedge fund and business professionals. Ms. Terhune's articles on the subjects have appeared in over 100 publications worldwide. Chances are, if you have read about the above matters, Ms. Terhune has written about them.
Give us the opportunity to use that knowledge and experience for you. We have both regulatory experience and the understanding of the foreign exchange and securities markets. We know how to navigate the compliance with rules and regulations in the United States as well as in regulated jurisdictions such as United Kingdom, Singapore, Hong Kong, Canada and the British Virgin Islands. Each client receives personalized attention from our attorneys and staff. No client is too large or small though because of our boutique size. We pride ourselves in providing personal attention to each client.
CMSG provides the best services and support needed for hedge funds and business projects. No need to coordinate work between different firms--we handle the entire business process from start to finish. We offer accounting, tax planning services, tax return preparation, business consulting, and U.S. and international company formation services. Our professionals provide the highest quality services at competitive rates. But don't take our word for it, give us a call and let us prove what we can do for you. Read our Leading Media Articles, Customer Testimonials and learn more About Us.
Personal Consultations You get answers to your specific questions by speaking directly to Hannah Terhune, an experienced hedge fund and international tax attorney. Ms. Terhune's hard-earned knowledge and experience can be put to work to save you unnecessary steps and costly wasted effort. The consult is an invaluable opportunity to speak to Hannah one-on-one, and learn how to achieve more in less time. As a result, you can anticipate that the return on your investment will far outweigh the costs associated with our unsurpassed services. Ms. Terhune's credentials reflect an invaluable resource that combines a well-informed professional practitioner with sound ethical judgment that cannot be over-estimated. The expertise required to recommend best solutions and provide sound advice should never be taken lightly. We are confident that when you are finished with your consultation, you will be impressed and more informed about your business plans than ever before. Call (307) 213-4732 or Click Here to Request Services. Our Commitment Henry David Thoreau wrote: "Do not hire a man who works for money, but him who does it for love of it." We are committed to your business plans and bringing you the best possible options. We are an established and internationally recognized business that serves and educates our clients throughout the industry. We do this by striving for the best results. Above all, we are a law firm. A lawyer is a philosopher and role model. The ability to improve our clients' lives is a privilege that we do not take lightly. There is tremendous power in being able to effect a positive change in our clients' lives. Our aim is to welcome our clients and to provide a comfortable, warm environment for all. Thanks for visiting our website. We hope to have the opportunity to serve you.
