Families with Multi-Generational Wealth
Successfully maintaining wealth across generations requires advisors with both the depth and breadth of expertise to provide effective solutions for those challenges. Andersen Tax has seasoned professionals across the country with decades of experience serving many of the wealthiest families in the United States. Our depth of technical knowledge and breadth of experience—particularly with respect to multi-generational wealth—is what differentiates Andersen Tax from other firms.
Each client’s goals, financial situation and family dynamics are different, and you will receive advice that is tailored to your unique needs. We look at the full spectrum of factors impacting your wealth and identify effective solutions; and we do so with the highest standard of quality, integrity and professionalism.