Newest additions to FTS
Tax Team
Joseph Son - Managing Director

Joseph Son is a Managing Director in the FTS Alternative Fund Services Group. Joseph brings over 20 years of experience servicing Family Offices and Alternative Investment Funds. He has experience in advising clients on business and diverse tax matters, including extensive knowledge of alternative investments, partnership taxation, cross-border taxation, and multistate taxation. Joseph focuses on assisting family offices and investment partnerships with entity structuring, tax planning and tax compliance. Joseph’s clients include complex alternative investment funds (private equity, real estate and hedge funds) both on-shore and off-shore, and some of the largest family offices in the United States.

Prior to joining FTS, Joseph worked at Goldman Sachs - Alternative Investment Funds group where Joseph was a firm wide resource on Alternative Investment structures and tax compliance. He was a Director at Andersen Tax and was Co-Head of the Alternative Investment Tax Group. Joseph also led the firm's largest trust engagement overseeing the tax compliance for over 10,000 trusts. At PwC , Joseph worked for the Trust Outsourcing Group servicing major private banks. Joseph Son graduated from Baruch College School of Business New York, NY and he is a US Treasury Department Enrolled Agent. 

Amanda Hadsell, MST - Tax Senior

Amanda joins the Private Client Service Group within FTS where her primary practice is in federal and state tax compliance specializing in high net worth individuals. Prior to FTS, Amanda was a Tax Analyst for Ayco, a Goldman Sachs company. During this time, Amanda prepared income tax returns for high net-worth individuals.

Amanda received her B.S. in Accounting from Providence College followed by her Master of Science degree in Taxation from the University of Denver Sturm College of Law.
Fund Administration Team
Matthew Fox - Fund Administration Director

Matt Fox joins FTS Fund Services after working as a Controller for private equity firm Monitor Clipper Partners . Prior to that, Matt worked as a Senior Accountant for Bracebridge Capital LLC and as Senior Accountant for Numeric Investors. 
Matt was educated at Suffolk University where he received his Master's and BS in Accounting degree and Business Administration from the College of Charleston.

Jackalynn Rodas-McSherry - Fund Administration Manager

Jackalynn Rodas-McSharry joins FTS Fund Services after gaining over 15 years of experience with private equity firm Monitor Clipper Partners . Jackalynn now works at FTS as a Fund Administration Manager. Jackalynn was educated at UMass Boston where she received her BS in Accounting and Business Management.

Bonny Jaswal - Fund Administration Manager

Bonny Jaswal works at FTS Fund Services as a Fund Administration Manager. She has 16 years' experience in private equity, starting in the industry as a Senior Accountant at Weston Presidio then transitioning to Manager of a small startup Fund Administration firm. Bonny received a BS in Operations Management with a concentration in Materials Management from Bridgewater State University as well as a Certificate of Accounting from Bentley University. 

Stephanie Baron - Fund Administration Manager

Stephanie Baron has over 20 years of finance and accounting experience. She joins FTS Fund Services as a Fund Administration Manager after working for 12 years as Controller at BayNorth Capital LLC , a real estate investment firm in Boston. Previously, she spent many years as Controller at TA Associates , a private equity firm. Prior to that, she was an Audit and Tax Senior with Deloitte and Touche. Stephanie earned her BS in Accounting, cum laude, from St. Michael’s College and is a Certified Public Accountant (currently inactive).

Keith Earner - Fund Administration Senior Associate

Keith Earner joins FTS Fund Services after working as an Accountant with Monitor Clipper Partners , a private equity firm. Prior to Monitor Clipper Partners , Keith worked as a Portfolio Accountant for State Street in their Institutional Investor Services Division. Keith received his BS in Mathematics from Bridgewater State University.
FTS Awards
FTS has been awarded " Best Specialised Tax Planning Firm - USA " by Acquisition International for their 2019 International Finance Awards !
Worldwide Financial Advisor Awards Magazine
FTS has been named Alternative Investment Tax Firm of the Year - Canada by the Worldwide Financial Advisor Awards Magazine Golden Globe Awards.
FTS Fall Conference 2019
FTS and Fidelity Family Office Event:
Relevancy and the Family Office

      Relevancy.....It's that anxiety caused by a sinking feeling that the office and the family might be drifting away from you. Regardless of your position in the family office system, there are key questions to ask.

        The challenges to the continued relevancy of single family offices and our own bearing as family or non-family leaders in that system are as broad, as they are deep. Questions swirl, some of which are practical and some existential.

     Through an open discussion in small group format, we unpacked the threats to our relevancy and to the relevancy of others in our systems. We explored these issues together and learned from one another's perspectives and experiences! :-)