As family assets grow, complexity follows.

Whether operating, establishing or evaluating an expansion of services for a current family office, our clients appreciate the time we take in understanding their goals and motivations to develop sophisticated, integrated strategies for preserving wealth across generations.

Relationship Driven

• A core service team involved in everything from the nuts and bolts of compliance to specific complex questions, along with regular communication, results in proactive identification of issues and proposed solutions as they arise.
• Each advisory team is customized by for industry or nature of wealth, risk tolerance, current and anticipated needs, as well as temperament balance.
• A leverage model of less than seven staff to one partner is one of the lowest in the industry, which ensures our partners are active in each engagement and involved in every aspect of client service.

Reliable Flexibility

• Our annual compliance process begins with a kick-off meeting to establish milestones with clear expectations of timing, scope and understanding of the issues we expect to encounter.
• With offices in major U.S. cities and an international association of legally separate, independent member firms through Andersen Global to address dual citizenship, international trusts, FBAR reporting and other cross-border concerns, this Global platform allows us to serve clients with international expertise, critical mass and infrastructure.
• Our independent platform allows us to objectively serve as our client’s advocate; the only advice and solutions we offer are those that are in the best interest of our client.
• The majority of our U.S. business is providing tax and financial advice to families. We do not provide auditing services; this sets us apart in the marketplace as truly devoted, independent resource focused on solutions that are in the best interest of our client.

We understand that being a trusted advisor is personal; it’s about a client’s wellbeing and not simply taxes.

Accordingly, Andersen’s culture emphasizes collaboration, thought leadership and an entrepreneurial spirit. Our specialists are positioned to address your complex needs: