Wealth Transfer

Wealth Transfer

Andersen takes a holistic approach in identifying and solving complex financial and family issues involved in transferring wealth among generations. Our experience with successful individuals and families across the world gives us a broad, global perspective on the many planning alternatives available.

We assist clients in designing an integrated wealth transfer approach including:

• Trust & Estate Planning: Our clients appreciate the time we take to understand their goals and motivations and develop sophisticated, integrated strategies to preserve assets across generations. Our estate planning professionals have extensive experience with the most complex situations and can create practical solutions to help you achieve your goals.

• Philanthropic Planning: Many of our clients have a passionate interest in philanthropy. Andersen helps our clients fulfill their philanthropic desires by finding “matching dollars” in the form of tax benefits for their charitable gifts. Andersen has a dedicated practice focused on charitable giving as a key component of income, estate, gift, and trust planning.

• Succession Planning: Andersen will develop a plan that is consistent with individual objectives. We take a comprehensive approach to planning that considers your individual financial and long-term care needs. We can assist you with the orderly transition of assets in the most effective and tax-efficient manner. We have expertise assisting clients in developing and implementing their succession goals and objectives, considering family dynamics, individual needs, and wealth preservation issues.

• Asset Valuations: Andersen has extensive experience in valuing a wide range of businesses and assets. Our professionals assist in valuations of closely held companies, partial interests, and portfolio companies, offering supportable analyses designed to withstand review by third parties.