Andersen Global
Individuals & Families
Comprehensive and Integrated Wealth Strategies to Meet Your Goals
Family Enterprise Owners
Entrepreneurs & Founders
Corporate Executives
Family Offices
International & Cross Border Wealth
Multigenerational Families
Fund Principals
Philanthropists
Who We Serve
Family Enterprise Owners
Business owners and family enterprises choose Andersen because of our unique position in the market. We have the ability and sophistication to handle both your personal tax and wealth planning needs as well as the tax advisory needs of your business.
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Entrepreneurs & Founders
Entrepreneurs choose Andersen because of our extensive experience during the entire lifecycle of a company — from inception to exit, and our deep knowledge of the impact to all stakeholders, including founders, executives and early employees.
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Corporate Executives
Andersen provides a full array of comprehensive and objective tax and financial counseling services to executives of public and private companies. As an independent firm, unaffiliated with any financial institution or audit practice, Andersen is not subject to conflict-of-interest or regulatory restraints.
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Family Offices
Our clients view us as an integral part of their family office. We are the trusted advisor to many of the most affluent families in the United States, and our clients benefit from the breadth and depth of knowledge that comes from that experience.
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International & Cross Border Wealth
Individuals or families with international wealth face some of the most complex tax issues. No two situations are alike. Andersen advisors consider not only the laws of citizenship and permanent residency, but also the laws in jurisdictions where clients have investments or may temporarily reside.
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Multigenerational Families
Andersen has seasoned professionals with decades of experience serving many of the wealthiest families in the United States. Our depth of technical knowledge and breadth of experience—particularly with respect to multigenerational wealth—is what differentiates Andersen from other firms.
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Fund Principals
Andersen is unique with respect to our deep expertise with all the stakeholders in a fund: the fund, general partner, portfolio companies, individual principals and the fund investor. Our experience ranges across family partnerships, private equity funds, hedge funds, real estate funds, venture capital funds and fund of funds.
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Philanthropists
Many of our clients have a passionate interest in philanthropy. Andersen has a dedicated practice focused on charitable giving as a key component of income, estate, gift and trust planning.
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Comprehensive & Integrated Services
The service you receive as our client goes beyond tax advisory. We look at the full spectrum of factors affecting your portfolio to identify the most valuable solutions—solutions you can trust because you know the only thing we gain is your satisfaction and ongoing loyalty.
Your Trusted Advisor
Success brings a wide variety of complex challenges. Accumulating wealth is only one component; preserving it – and growing it strategically – takes foresight and proactive planning. At Andersen, the service you receive goes beyond tax advisory.
Our clients are at the center of our operating model, allowing us to be entrepreneurial and practical 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.
At every pivotal junction, consider us your trusted advisor.
Wealth Planning & Resiliency Best Practices: Tax Planning Guide for Individuals in 2025
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