Family Enterprises

Family Enterprises

Privately-owned, family businesses who work with Andersen, rely on our breadth of knowledge and deep bench of technical expertise to support their seamless strategic growth with an overlay of privacy, independence, and flexibility.

With interests that are so often intertwined at every level on both the personal and entity sides, an understanding and a balance of both is critical for success as you approach each stage in the life cycle of your business. To establish or ensure a legacy for your business that lasts from generation to generation, many of the largest family enterprises rely on Andersen. Our firm is unmatched in our ability to serve both the owner and the business in all stages from succession planning for the next generation to anticipating a transaction. 

Our expertise supports Family Enterprises in a variety of ways:

• Integrated income and estate taxation planning.
• Objective, independent wealth planning advice and counsel on investment managers.
• Traditional CPA expertise including ex-financial statement audits.
• Objective deal advice that puts clients in the position to make well-informed, forward-thinking decisions for their unique situation.
• Bilateral Advanced Pricing Agreement (BAPA) between two countries to settle transfer pricing transactions in dispute.
• Valuing a wide array of tangible assets, intangible assets, and liabilities.
• Temporary staffing to support immediate bill payment, payroll, general ledger, and financial reporting in addition to assisting with cash management functions, budgeting, forecasting, and audit preparation.