Andersen Global
Private Wealth
We Design Simplicity From Complex Private Wealth
Individual Tax Compliance & Planning
Investment Consulting
Wealth Transfer
International & Cross Border
Family Office
Forensic Accounting
Specialized Services
Services
Individual Tax Compliance & Planning
We view tax return preparation as an opportunity. Our proprietary methodology is designed not only to ensure accuracy, but also to identify tax saving opportunities that benefit our clients.
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Investment Consulting
Andersen investment consultants can provide a candid assessment of the performance of your portfolio and determine whether or not it is supporting your financial strategies.
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Wealth Transfer
Successfully maintaining wealth across generations requires advisors with both the depth and breadth of expertise to provide effective solutions for those challenges. Andersen has seasoned professionals across the country with decades of experience serving many of the wealthiest families in the United States
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International & Cross Border
Individuals or families with international wealth face some of the most complex tax issues. No two situations are alike. Whether you are a U.S. citizen or resident going abroad, a family immigrating to the U.S., or an entity making investments overseas, Andersen offers the expertise necessary to assist you with the complexities of your taxes, estate planning, financial planning and accounting needs.
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Family Office
Family offices can provide the structure and focus that is needed to properly navigate the wealth management landscape. Whether you have realized new wealth through a significant liquidity event or you are looking to optimize processes and systems around existing wealth, creating or formalizing a family office can often be the right answer.
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Forensic Accounting
In today’s complex environment, when conflicts arise, our highly experienced team works hand in hand with clients and their advisors to assist with discovery, objective analysis and interpretation of relevant data to render independent, professional opinions.
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Specialized Services
Andersen offers objective expertise and broad experience to help you effectively navigate the complexities of your wealth.
Learn MoreEffectively Navigate the Complexities of Your Wealth
We provide unique solutions that address your taxes, financial and estate planning, and personal accounting needs.
Exploring a Family Office?
Developing an Estate Plan?
Considering Making a Donation?
Our clients are at the center of our operating model.
This allows us to be entrepreneurial and proactive in our approach, enabling Managing Directors to “roll up their sleeves” and work directly with you to help effectively navigate the complexities of your wealth.
Independent
Our independent platform allows us to objectively serve as our client’s advocate with the ability to manage through all the variables of private wealth.
Scalable
Andersen’s depth and breadth of experience ensures that we have the skills necessary to guide you and your business through any and all aspects of your transaction.
Tailored
Each individual’s advisory team is designed by industry or nature of wealth, risk tolerance, current and anticipated needs as well as complementing temperament and personality.
Customized
Your team will be involved in everything from the nuts and bolts of compliance, to specific complex questions. This, along with regular communication results in proactive identification of issues and solutions specific to your wealth.
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