Andersen

Andersen

Private Wealth

Success brings a wide variety of complex challenges.

Andersen offers objective expertise and wisdom  to help you effectively navigate the complexities of your wealth. We provide unique solutions that address your taxes, financial and estate planning, and personal accounting needs.

When you are accumulating wealth, it’s not just how much you make but how much you keep that matters. We offer comprehensive tax planning to help our clients increase after-tax returns on private wealth. Whatever the primary source of wealth—private companies, real estate, stock-based compensation or financial investments—we evaluate all of your financial elements to to develop integrated strategies that help you accomplish your goal. Our expertise will help you manage the wide array of taxes that can affect your wealth across generations: federal and state income taxes; estate, gift and generation-skipping taxes; Medicare and social security taxes; and even property, sales and use taxes.

We offer more than just advice; Andersen professionals are the type that roll up our sleeves when helping clients in managing their complex financial lives. We objectively evaluate the financial services you receive so that you can make effective decisions. We also provide unique and customized accounting solutions designed for the special needs of families and family offices. Most importantly, our seasoned professionals deliver the services you need with the highest standards of objectivity, integrity and professionalism.

We understand that being your trusted advisor is personal; it’s about your wellbeing and not simply taxes. Our single-minded purpose is to help develop and implement the solutions that are right for you and your family.

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