Why Choose FTI Consulting?

We understand that every client has unique objectives — accordingly, we tailor strategies to meet those specific goals. What distinguishes us from other firms is that, in addition to providing tax, compliance, governance, financial planning and broker/dealer services, we offer a broad range of specialty practice areas within FTI Consulting that supports the organization, oversight and stewardship of significant wealth.

Our work with families and their businesses and charitable foundations includes:

Ongoing/support services:

  • Income tax planning and compliance
  • Planning advice
    • Financial and retirement
    • Estate tax
    • Philanthropy and foundations
    • Succession and governance
  • Family office
  • Fiduciary tax/trust accounting

Transactional services:

  • Deal sourcing
  • Acquisition due diligence
  • Research (macroeconomic, industry, company)
  • Valuation
  • Capital raising
  • Business integration
  • Interim management
  • Project monitoring
  • Strategic communications
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