David Isaacs Rejoins FTI Consulting to Co-Lead Real Estate Private Client Tax Advisory

Washington, D.C., Oct. 28, 2024 - FTI Consulting, Inc. (NYSE: FCN) today announced the appointment of David Isaacs, CPA/PFS, TEP, as a Managing Director and Co-Leader of the firm's Real Estate Private Client Tax Advisory group within the Real Estate Solutions practice. Mr. Isaacs will co-lead the offering with Managing Director Shan Lin.

Mr. Isaacs has more than two decades of experience advising ultra-high-net-worth families, domestically and abroad, on complex tax, estate planning and wealth transfer matters. He is accomplished in navigating multi-generational dynamics and effectively engaging beneficiaries across generations. In his role at FTI Consulting, he will oversee compliance for a portfolio of private clients and advise on various transactions and planning opportunities related to them.

"David brings considerable international and domestic experience and an extensive background advising families through inheritance, succession planning and other U.S. tax and wealth management challenges," said Stephen Bertonaschi, a Senior Managing Director and Leader of the Real Estate Tax Compliance Services group. "We look forward to seeing how he will help advise clients and their families on how to best protect and manage their estates."

Mr. Isaacs joins FTI Consulting from advisory services firm Triple Peel International LLC, which he founded in 2017, and brings wide-ranging tax and advisory experience, having held positions in wealth management firms, family offices and global accounting firms. He also previously was part of the Real Estate Solutions' Family Office group at FTI Consulting from 2010 to 2013.

"Our Real Estate Tax Advisory team is growing, and both David and Shan together bring a comprehensive set of skills and highly-specialized experience to meet the challenges of our growing ultra-high-net-worth client base - David with his extensive experience advising clients with substantial wealth on managing its impact on current and future generations and Shan with his steep technical expertise in complex tax matters," said McRae Thompson, a Senior Managing Director and Leader of Real Estate Tax Advisory Services at FTI Consulting. "We are excited about how this focused and experienced team will serve these clients."

About FTI Consulting Real Estate Tax Services
FTI Consulting's real estate tax experts advise clients with respect to all transactions, including acquisitions, dispositions, refinancing and debt and equity restructurings, providing tax structuring, compliance and due diligence services. Clients include the industry's top stakeholders, including REITs, private equity funds, owners/developers, lenders and investors. Dedicated professionals in FTI Consulting's Real Estate Solutions practice include

About FTI Consulting
FTI Consulting, Inc. is a global business advisory firm dedicated to helping organizations manage change, mitigate risk and resolve disputes: financial, legal, operational, political & regulatory, reputational and transactional. With more than 8,000 employees located in 33 countries and territories, FTI Consulting professionals work closely with clients to anticipate, illuminate and overcome complex business challenges and make the most of opportunities. In certain jurisdictions, FTI Consulting's services are provided through distinct legal entities that are separately capitalized and independently managed. The Company generated $3.49 billion in revenues during fiscal year 2023. More information can be found at www.fticonsulting.com.

FTI Consulting, Inc.
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Source: FTI Consulting, Inc.