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Real Estate Investments are Complex. We Design Simplicity.

Complexity can make fielding the right solution for both your family office and your real estate investments challenging.

Working with Andersen ensures your real estate asset and investment planning is fully designed with precision and insight, empowering you and your family’s financial legacy for generations to come. Our experience, collaborative/holistic approach, personalized service, and forward-thinking strategies meet your unique needs, making your aspirations our shared mission for enduring success across generations.

 

Design The Services You Need Today

Real Estate Issues on the Horizon

The real estate investment market is at an inflection point in 2025. With volatility in interest rates, lending capacity, demographic trends, and more in the coming year, what trends should investors consider when analyzing potential real estate investments? We asked Rosen Consulting Group (RCG), an affiliate of Andersen to provide real estate market insights.

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How We Can Help

Family Office & Real Estate Solutions Designed with Precision

ACQUISITION

The ownership structure of your real estate can impact income tax during the period of ownership; capital gains tax when later selling the property; and even gift and estate taxes when transferring the property to an heir. Subsequent restructuring can be costly, so forward-thinking advice is critical.

OPERATIONS

Detailed insight from a due diligence report and ongoing support through Private & Outsourced Accounting, capital sufficiency Analyses and cash, asset & real estate management can assure smooth and uninterrupted family office services.

DISPOSITION

Divesting of assets can be complex, but Andersen offers solutions like Sell-Side Advisory, Real Estate Valuations & Analysis, Recapitalizations, Distributions and Debt Workouts that can be coordinated to help define and support your long-term goals.

LEGACY

Successfully managing enduring wealth is what ultimately sets a family’s legacy apart. To ensure family holdings that last from generation to generation, many of the largest, privately owned family businesses in the country rely on our seamless strategic growth advice with the overlay of privacy, independency and flexibility.

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Services

Individual Tax Compliance & Planning

When clients choose Andersen for comprehensive tax compliance and planning advice, they are choosing peace of mind.

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International & Cross Border

Andersen offers the expertise necessary to assist you with the complexities of your international tax, estate planning, financial planning, and accounting needs.

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Fund Formation & Structuring

Whether forming your first, second or 100th fund, Andersen tax professionals collaborate with fund managers to develop tax-efficient strategies aligned with the fund's objectives.

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Investment Consulting

Andersen provides a full range of financial planning and investment management services tailored to help clients achieve their financial goals with confidence and peace of mind.

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Family Office

No matter how sophisticated your family office’s needs may be, Andersen has the breadth and depth of knowledge that can only come from experience.

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Asset Valuations & Analysis

Andersen has extensive experience in valuing a wide range of assets. Our professionals will assist you in valuations to offer supportable analyses designed to withstand review by third parties.

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Cash & Asset Management

Andersen can support ultra-high-net-worth individuals, their related entities, and in-house teams with significant cash, asset, and real estate management.

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