Who We Are

Will is excited to create a new enterprise to service the family office and alternative investment space. Prior to this new endeavor, William created FTS, formerly Fund Tax Services, where he met the needs of some of the world’s wealthiest clients in their tax planning and compliance for themselves and their families. Prior to founding FTS, William was a founding Partner of Andersen Tax (a national tax advisory firm / RIA and formerly part of HSBC) and was Head of the Alternative Investment Tax Group. William was also a member of the IAS (Investment Allocation Services) Investment committee at Andersen Tax and was a firm wide resource on Alternative Investments and Family Office structures. 

Bill has been working as a tax professional for over thirty-five years. Since joining Andersen in 1988 his tax career has focused on alternative investments, private equity, hedge fund, high net worth and family office practice. He has extensive experience in providing clients with comprehensive tax consulting and compliance in both their professional practice and their family wealth planning needs. 

He has represented clients before the Internal

Revenue Service from field audits, the valuation process with the Art Panel in Washington D.C.

and filing Ruling Requests with the National office in Washington D.C.

Francis McCarthy has been a CPA since March 14, 1985. His educational history is that he earned a Bachelor of Science in Accountancy Degree, Summa Cum Laude, from Salem State College in December of 1981 and a Master of Science in Taxation, Degree Magna Cum Laude, from Bentley College, in May of 1986. Prior to being co-founder of Cintolo & McCarthy, he was employed by the international accounting firm of Laventhol & Horwath, CPAs for several years.  

 Michael Cintolo has been a CPA since April 23, 1987. His educational history is that he earned a Bachelor of Science in Accountancy degree from Bentley College in May of 1983 and a Master of Science in Taxation degree in May of 1988 also from Bentley College. Additionally, he was admitted to practice before the United States Tax Court in April of 1993. Prior to being co-founder of Cintolo & McCarthy, he was employed by the international accounting firm of Laventhol & Horwath, CPAs for several years.  

Elizabeth joined the CM Group as Controller and Director of Family Office Services based in the Greenwich, CT office. She brings a broad range of experience in accounting and business administration, with a strong track record of strict adherence to industry best practices in a range of investment entities and family offices, from start-ups to established private equity and venture capital funds.

Prior to the CM Group, Elizabeth spent 15 years as Controller of Andro Capital Management LP, a $25-million NYC/LA-based private equity fund, with responsibility for the original fund and management company with investments in the UK, Europe, and North America as well as the restructured $1-billion private equity fund in Los Angeles.

 Kat Kent joins CM Group as a Tax Manager after previously growing her career at EY as a tax senior in their Private Tax group in their Boston, MA & Providence, RI offices. Prior to EY, Kat worked for years at FTS in their Private Wealth tax team, beginning as a Tax Associate. During this time, she received her Masters in Taxation and Accounting from Southern New Hampshire University. She received her Bachelors in Economics and Political Science, with a French language minor, from the University of Massachusetts Amherst. She currently resides on Cape Cod and continues to grow her career with Societal in their Boston office.