Family Offices

Family Offices

A family office offers the organizational framework necessary to navigate the complexities of multigenerational wealth; establishing a baseline to explore diverse wealth management strategies. Whether your family office is in the process of being established, is fully operational, or is evaluating an expansion of its services, Andersen advisors take the time to understand your goals and motivations to develop sophisticated, integrated strategies for preserving wealth across generations.

Our clients view Andersen as an integral part of their family office, meeting their family’s complex needs at every significant milestone. 

Our service approach is to deliver strategic, comprehensive, and integrated advisory that aligns with the unique interests of your family office. 

In the family office space, Andersen provides expertise that includes:

• Family office management structuring.
• Outsourced accounting, bill pay, cash, asset, and real estate management.
• Multi-phased comprehensive accounting and tax diagnostic review for large family offices.
• In-depth evaluation of processes and thorough testing of internal controls.
• Property tax appeals given widespread fluctuations in property values due to socio-economic factors.
• Advanced philanthropic opportunities like bargain sales around less traditional assets such as real estate, artwork, or other collectibles.
• International trust and transaction planning for real estate investments by international family offices.