David Isaacs

David Isaacs has more than 20 years of experience advising ultra-high-net worth families, domestically and abroad, and family offices on complex tax, estate planning and wealth transfer matters. Mr. Isaacs is his clients’ financial advocate, bringing the very best of financial planning techniques to encourage tax efficiency, which he believes is the most powerful and consistent driver of wealth over the long term.

Mr. Isaacs is accomplished in navigating multigenerational dynamics and effectively engaging beneficiaries across generations. He has broad international and domestic experience and an extensive background advising families through inheritance, succession planning and other U.S. tax and wealth management challenges. Mr. Isaacs also helps his clients launch their business ventures and raise capital. His clients span the United States, the Caribbean and Europe.

Mr. Isaacs is also very active in his community through his involvement in multiple organizations. He is the president of the Empire State Croquet Foundation, Inc., the treasurer of the New York Croquet Club, Inc. and the immediate past treasurer of the United States Croquet Association (“USCA”). In addition, Mr. Isaacs is the treasurer of the Society of Trust and Estate Practitioners — New York (“STEP NY”), the local branch of a global professional organization of private client practitioners whose primary purpose is to improve public understanding of the issues families face in relation to inheritance and succession planning.

Prior to re-joining FTI Consulting, Mr. Isaacs founded advisory services firm Triple Peel International LLC in 2017. He brings wide-ranging tax and advisory experience, having held positions at several wealth management firms, family offices and global accounting firms. Mr. Isaacs also previously was part of the Real Estate Solution practice’s family office group at FTI Consulting from 2010 to 2013.

Relevant Experience:

• Served as outsourced chief financial officer (“CFO”), chief accounting officer (“CAO”) and tax director
• Advised clients on efficient tax structures using current case law, advanced structures and regular oversight
• Advised on cross-border transactions to enable tax efficiency, utilizing professionals based in various jurisdictions
• Negotiated tax liens and delinquencies with the IRS and across various jurisdictions and entity types
• Advised on human resources (“HR”) structuring and synchronization with accounting and tax requirements; implemented retirement plans and accounts to achieve clients’ goals