Just as Fund Tax Services focuses on tax, fund administration and other non-audit services to the global alternative investment industry, Investment Business Advisors focuses on strategic, firm and fund management and "Best Practice" assistance to global alternative asset managers and to Family Office and other investors in direct and commingled private equity, real estate and hedge fund vehicles.
The services of our new alliance partners are complementary to FTS' core alternative investment fund services. FTS clients will benefit from their individual and collective industry knowledge and expertise. Each can meaningfully contribute to helping alternative managers achieve their strategic growth objectives.
FTS "PLUS" – An Overview of New Alliance Partners Services
Advisory Consulting: Investment Business Advisors LLC., Marketing: R.T. Hausler Strategic Marketing LLC., Distribution: Spurwink River Consulting
FTS Fund Services is pleased to announce that they have selected AltaReturn, a leading provider of cloud based end-to-end business software solutions for the Family Office, Private Equity and Real Estate industries, for the provision of business software solutions and to streamline the FTS Fund Services offerings.
FTS joins McGladrey Alliance
FTS has been presented the Alternative Investment award for Best Alternative Fund Tax Services - USA & Best Alternative Investment Tax - New York by Wealth and Finance International. This award is for those dedicated to client service and superlative quality. This award is "presented to companies whose hard work and professionalism is changing the financial landscape for the better."
FTS has most recently received the Alternative Investment Tax Firm of the Year - USA award presented by Finance Monthly M&A Awards 2016. Finance Monthly describes their M&A awards as celebrating "excellence and exist to recognise and celebrate those companies and individuals who have delivered the highest quality results and have excelled their clients' expectations over the last 12 months. Our key goal is to reward those firms who have demonstrated measurable achievements across the industry." FTS is extremely honored for having won this award.
FTS also had been recognized for the following; Alternative Tax Firm of the year, Alternative Investment Tax Specialist of the Year - New York, Best for Alternative Investment Tax - New York & Best for Hedge Fund Tax Services - USA by the Financial Monthly, The Finance Awards and Acquisition International respectively.
FTS & Investment Business Advisors Enter Into Cooperation Agreement
FTS and Investment Business Advisors (IBA) today announced a cooperation agreement to broaden the range of value-added services and advisory consulting assistance available to FTS' alternative investment industry clients.
Under this agreement, the expertise of Investment Business Advisors, which focuses on alternative investment general partner firm leadership, management and governance excellence, strategic planning and alternative industry best practices in all investment processes and supporting business functions, will now be available to the clients of FTS as a complement to FTS' global expertise in non-audit alternative industry fund services and independent tax consulting advice.
Will McEnroe, Managing Partner of FTS said: "FTS is always looking for ways in which our firm can help our clients meet their priority needs. By joining with IBA, we can now complement the alternative investment fund focused services and financial consulting expertise offered by FTS with a range of services and consulting advisory assistance to enhance our clients' general partner firm strategic business initiatives and the effectiveness of their supporting business processes as well".
Paul Ehrhardt, Managing Member of IBA, said: "I welcome the opportunity to collaborate with a global leader in the alternative industry such as FTS and look forward to being of assistance to FTS clients as they seek to enhance the effectiveness of their investment processes, undertake global expansion initiatives, and continue to implement key lessons learned from the 2008-09 global financial crisis."
FTS, headed by Managing Partner, William J. McEnroe, is the premier tax firm exclusively dedicated to the Alternative Investment Industry, with extensive knowledge and experience in servicing fund tax advisory needs of Private Equity Funds, Real Estate Funds and Hedge Funds.
FTS has offices in New York, Boston, Greenwich, Fort Lauderdale, Los Angeles, Bermuda and the Cayman Islands. By providing only a broad range of non-audit services, the FTS team is able to proactively focus on a broad range of services to help its clients achieve their tax related and other financial management goals. For more information on FTS see: http://fundtaxservices.com/index.html or contact William J. McEnroe, Managing Partner, email@example.com 646-780-1654
Investment Business Advisors, headed by Paul A. Ehrhardt, specializes in advising the executives of Alternative Asset Management general partner firms, including Private Equity, Real Estate, Hedge Funds and Funds of Funds, regarding alternative investment manager firm leadership, management and governance, investment process effectiveness, strategic planning, expansion initiatives and alternative industry "Best Practice". The firm is licensed in Washington, DC and New York. For more information on Investment Business Advisors, LLC see: www.investbizadvisors.com Paul A. Ehrhardt Managing Member; pae@InvestBizAdvisors.com; 212-920-6042
FTS has been named to the prestigious Inc. 5000 list at #792 list of the nation's fastest growing private companies. Inc. Magazine ranked FTS for its world class platform on the widely regarded list, where such firms as Dell, Pandora and LinkedIn gained early national exposure.
"We're excited to be named to the Inc. 5000 list," said William McEnroe, Managing Partner FTS ".”Growing 561% in three years could only be accomplished by a great team effort. Our placement on the list is a tribute to their efforts. Our growth over the last few years demonstrates the confidence our global clients have in us," McEnroe added.
The FTS professional team is exclusively dedicated to the Alternative Investment Industry. Our team comprised of former Big Four CPAs, JDs, CFAs and MBAs with extensive knowledge and experience in servicing Private Equity, Real Estate, and Hedge Funds. By providing only non-audit services, the FTS team is able to proactively focus on a broad range of services to help our clients achieve their goals.
FTS has been recognized by the Financial Monthly, The Finance Awards and Acquisition International as the Alternative Tax firm of the year, Alternative Investment Tax Specialist of the Year - New York & Best for Alternative Investment Tax - New York and “Hedge Fund Award - Best for Hedge Fund Tax Services respectively.
"FTS is thrilled to be recognized by such esteemed organizations, but most of all by our peers in the alternative investment community. FTS has spared no expense in building a world class platform, and we are honored to service some of the elite funds in the industry". FTS has previously been awarded the M&A Award - Alternative Investment Fund Tax Firm of the Year as well as the International Hedge Fund Award - US Alternative Investment Tax Firm of the Year - in 2013 and 2014.
FTS is happy to welcome the following professionals to our team, they will all be great additions to our platform:
Prior to joining FTS, John A. Gerson was the Chief Financial Officer and Chief Compliance Officer of Paladin Realty. Prior to joining the firm in 1999, Mr. Gerson was Chief Financial Officer of Kohlberg Kravis Roberts & Co. ("KKR"), a major management buyout firm with more than $60 billion in invested equity capital. He was responsible for KKR's banking and financing needs, the firm's reporting systems, senior liaison contact with investors and management of the firm's treasury and general partners' investments. Mr. Gerson is a trustee of Pace University and is treasurer and a trustee of the Morristown Medical Center Foundation; a member of the America Institute of Certified Public Accountants and the New York State and New Jersey Society of Certified Public Accountants.
Brian brings FTS over 18 years of experience working in the financial services industry, including the US and European Fund Industries. Over the course of his career Brian has developed business & relationships for some of the industry's leading private banks & fund administrators (Irish Intercontinental Bank, Brown Brothers Harriman, Citco Bank, SS&C). Brian also helped launch 3 niche start-up financial service companies; in Ireland, in Canada, and in the US respectively.
I hope your new year is off to a great start and we wish you a prosperous 2015 . Please find below a few quick updates regarding FTS:
* Matthew McNally - Tax Director, New York: Matthew is a technical expert in alternative investment partnerships, specializing tax planning and structuring for Hedge Funds and Private Equity funds. Matt previously was in the financial services groups at PwC and E&Y.
* Richard Gaines - Tax Director, Ft Lauderdale: Richard has over 25 years of experience in hedge fund, private equity fund, fund-of-fund and management company tax management. Prior to joining FTS, Richard was in the financial services groups at E&Y, Skadden Arps, and CIBC (where he was Executive Director - Tax).
* FTS is pleased to announce that it has been awarded a "2014 M&A Award - Alternative Investment Fund Tax Firm of the Year" and "2015 Hedge Fund Award - Best for Hedge Fund Tax Services" by Acquisition International Magazine. "FTS is thrilled to be recognized by such an esteemed organization as Acquisition International Magazine, but most of all by our peers in the alternative investment community. FTS has spared no expense in building a world class platform, and we are honored to service some of the elite funds in the industry". FTS has previously been awarded the M&A Award - Alternative Investment Fund Tax Firm of the Year - in 2013, as well as the International Hedge Fund Award - US Alternative Investment Tax Firm of the Year - in 2013.
I hope you have had an enjoyable summer. Please find below a few quick updates regarding FTS:
Bruce Bulloch - Managing Director: Bruce is a nationally renowned expert in partnership and transactional taxation and is a frequent author and speaker on these issues. Prior to FTS, Mr. Bulloch was an Ernst & Young tax partner with 30 years of experience, managing transactional issues for some of the firm's most noteworthy clients and also responsible for managing the real estate services practice in the Mid-Atlantic, Pacific Northwest and Pacific Southwest regions of the firm.
King Chong - Managing Director: King has been involved in advising alternative investment funds on structuring, tax planning and compliance, and on various domestic and international tax issues for over 20 years. Prior to joining FTS, King was a Senior Vice President at The Blackstone Group responsible for the tax compliance, planning and reporting functions for the Blackstone Private Equity, Energy and Tactical Opportunities Funds with assets under management of over $50 billion.
FTS and WTS (World Tax Services) are pleased to announce that they have entered into a Cooperation Agreement for global resources. WTS Alliance is the premiere global network of tax advisory firms. The combined resources of WTS and FTS include offices domestically and affiliates in over 100 countries
New Office - FTS is excited to announce that we just moved our flagship office in NYC, just 8 blocks away from our Grace bldg location! Our new location will better suit our growing needs moving forward, as we have added a number of new professionals and the FFO team (the ex-Rothstein Kass family office group).
FFO - The Flynn Family Office (FFO) platform has supported the firm's reputation for innovation as the team has pioneered the Outsourced Single-Family Office, Outsourced Multi-Family Office, Virtual Family Office and Outpost Family Office models. FFO offers customized family office and business management solutions to some of the world's wealthiest individuals and families, and their advisors.