Multigenerational Families

Multigenerational Families

Successfully maintaining wealth across generations requires advisors with both the depth and breadth of expertise to create effective solutions for those challenges. 

Andersen has seasoned professionals across the country 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.

Each client’s goals, financial situation and family dynamics are different, and you will receive advice that is tailored to your unique needs. We look at the full spectrum of factors impacting your wealth to identify and implement effective solutions; and we do so with the highest standard of quality, integrity, and professionalism. 

Our work with multigenerational families has included:

• Documenting and substantiating charitable gifts, including special valuation issues and qualified appraisal requirements.
• Planning opportunities for U.S. citizens and green card holders who intend to expatriate.
• Outsourced accounting, bill pay, cash, asset, and real estate management.
• Comprehensive portfolio analysis with recommendations related to overall asset allocation, underlying assets, and the reduction of overhead such as management fees.
• Documentation and substantiation of charitable gifts, including special valuation issues and qualified appraisal requirements.
• Overall asset allocation review and analysis for financial longevity and wealth transfer.