FTS's virtual Family Office dovetails seamlessly within the existing infrastructure. We integrate your current in-house infrastructure with all of the necessary services to create a world class virtual family office for each member. FTS acts as your personal Chief of Staff with a depth of intellectual talent and resources for family wealth stewardship, tax planning, risk management, and investment services. The FTS team has decades of experience as being the trusted advisers to many of the country's wealthiest families. On a case by case basis FTS will coordinate with our trusted global partners to deliver the best solutions to our clients. FTS realizes that it needs the expertise of our partners to create the “best in class” open architecture platform. FTS will deliver the highest standards of confidentiality through our secure client web portal and proprietary technology.
Accounting Services for General Partners
Investment Monitoring & Reporting
FTS provides seamless integration of the Family Office’s income tax planning with their estate & gift tax planning. FTS will advise on legislative changes in Tax Law and the impact these changes have on your wealth planning goal. FTS is unique with respect to our deep expertise with all of the stakeholders in a fund: the fund, general partner, portfolio companies, individual principals and the fund investor. Our comprehensive, practical approach focuses on both the funds and the partners, providing value-added planning along with practical solutions to the administrative complexities of funds. FTS provides the following advisory services:
Wealth transfer planning
Income tax planning
Cross border consulting
Expatriate Tax Compliance
Managing wealth is difficult enough, but what happens when the assets you oversee reside in every corner of the world, are held by numerous asset managers and come in all shapes and forms? Getting an accurate picture of returns in real-time is no small task. It can tax resources and lead to errors – and ultimately a flawed view of performance.
FTS partners with FORS to serve a complete accounting solution for Family offices, giving them access to the best-in-class, industry leading technology platform, allowing the member to concentrate on the decision making process, rather than gathering and consolidating data.