Corporate Executives

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 the conflict-of- interest or regulatory restraints typically associated with such practices. Andersen professionals recognize the challenge executives face in trying to focus their attention on the business, while ensuring they are making sound personal financial decisions.

Andersen can work with executives individually or as part of a company-sponsored program. Our advisors can also work with your human resource professionals to design a cost-effective program that best meets the needs of you and your company. 

We provide a full spectrum of tax and financial advisory services to executives, including:

• Comprehensive tax, estate, charitable, investment, and retirement advisory.
• Development, review, and optimization of executive compensation and benefits packages.
• International tax and estate planning for global employees, expatriated U.S. citizens, and foreign nationals.
• Insurance planning and risk management, including split- dollar arrangements.
• Investment planning, including diversification strategies and cash-flow projections with ongoing investment consulting services.
• Comprehensive portfolio analysis with recommendations related to overall asset allocation, underlying assets, and the reduction of overhead such as management fees.