FTS - The Alternative to the Big 4
FTS is growing!
October 9th, 2017

We are excited to have a number of very talented Private Equity and Real Estate tax professionals join the FTS team! 

Helen Tu – Tax Director : Helen advises alternative investment funds, fund managers, and investors. Her experience covers a broad spectrum of tax issues impacting the alternative investment industry including private equity and real estate partnership taxation, operational/fund transactions and structuring, Section 1031 exchange, Section 163(j) issues, capital rebuilt/modeling, cost segregation analysis, real estate acquisition/development/construction, global fund tax structuring, planning & reporting (including withholding tax compliances for foreign investors), corporate taxation, and state/local taxation issues. She recently left the Financial Services Group at  Deloitte  where she oversaw some of the firms most significant engagements and joined FTS as a Tax Director. Prior to joining  Deloitte , Helen was with  PricewaterhouseCoopers Financial Service Group where she was involved in multiple tax consulting/compliance/provision engagements for a number of global based public & private real estate investments/funds and private equity funds. Helen's experience includes tax compliance, consulting, and structuring for partnerships, REITs and C Corporation. Helen’s experience also includes tax provision for REIT and C Corp (both GAAP and IFRS).

Naresh Bhatta - Tax Manager: Naresh bringing to FTS a wealth of experience from Angelo, Gordon & Co, PricewaterhouseCoopers, and Citi Private Equity Services . At PricewaterhouseCoopers Naresh was with Alternative Investment Group where he led tax consulting & compliance engagements for a number of global Private Equity Funds and Fund-of-Funds and was the lead manager on an $18 billion AUM engagement.

Avetik Amyan – Tax Senior: Avetik joins FTS after years of experience with SS&C working in their Alternative Partnership Tax Group. Avetik experience includes tax compliance and consulting with private equity funds and fund-of-funds.

Rob Papillo   – Tax Associate: Rob brings his experience in private equity fund taxation from SS&C as well as his time at JP Morgan Chase & Co. in their corporate tax compliance division prior to FTS. 
FTS RSM US Alliance 

Membership in  RSM US Alliance  allows FTS access to the resources of a national firm while allowing us to maintain our independence and entrepreneurial culture. 
RSM US Alliance is the premier affiliation of independent accounting firms providing a broad range of technical tools, expertise and practice management resources including access to all of the RSM Private Equity and Real Estate expertise.
  • Fund Administrator of the Year 2017 - New York from Wealth & Finance Fund Awards 2017.
  • US Alternative Tax Firm of the Year - Corporate USA Today
  • M&A Today - Global Rankings 2017 Top Tier - US Alternative Investment Tax Firm of the Year
  • Most Outstanding in Alternative Investment Tax Planning

FTS is extremely grateful to be recognized for our outstanding partnership tax and fund administration services as well as the FTS technology platform that seamlessly integrates these services.
New Technology

FTS has partnered with the AltaReturn technology which includes an industry leading data warehouse that allows integration of all platforms (not just AltaReturn) into a single integrated database, drastically streamlining manual processes to make them more efficient and less error prone. AltaReturn’s reporting engine is designed for mobility and accessibility to users at workstations or on the road. In addition, the reporting solution will allow any user the ability to create their own custom reports, add custom calculations and provide drill through access. 
  • Data can be sourced from the AltaReturn product suite as well as external sources.

  • Single repository for data from AltaReturn and external sources, architected to optimize reporting.

  • Reports, dashboards, and documents accessible via PC, tablet or smartphone

Discover how FTS can work with your organization to navigate the changes transforming the alternative investment world.
Recent Events
FTS recently co-sponsored an event held by the  Financial Executive Alliance  held at the  Museum of Fine Arts  in Boston .  The event included an exhibit tour followed by a reception at the museum's restaurant. The exhibit tour included the "Highlights of the Art of the Americas" and information about outstanding works in the renowned Art of the Americas wing such as Paul Revere's Liberty Bowl, which sparked the American Revolution and the world famous John Singer Sargent portraits.

Family Office Lunch

Conversation - Heads of Strategy Morgan Stanley and Merrill Lynch
Special Family Office CIO only conversation! We thank Tiedemann for hosting this – The Head of Investment Strategy for Morgan Stanley Wealth Management, Lisa Shalett and The Head of Investment Strategy for Merrill Lynch Wealth Management, Karin Kimbrough

Karin Kimbrough, Managing Director and Head of Investment Strategy for the Chief Investment Office within Global Wealth & Investment Management (GWIM), a division of Bank of America. Prior to joining Bank of America Merrill Lynch, Karin served as a director in the Federal Reserve Bank of New York’s Markets group.

Recent Awards
Fund Administrator of the Year 2017 New York - Wealth and Finance Fund Awards 2017
Most Outstanding in Alternative Investment Tax Planning -NY, USA M&A 2017
US Alternative Investment Tax Firm of the Year - M&A Today 2017
US Alternative Investment Tax Firm of the Year - Global 100
US Financial Services Firm of the Year 2016 - Corporate Vision
Alternative Investment Tax Firm of the Year USA - Finance Monthly M&A
Best Alternative Investment Focused Tax Firm New England - Invest International
Katherine Kent | FTS US Inc. | P: 646-780-1654 | F: 646-219-2902 | kkent@fts-us.com |