Educational Partners

2024 Educational Partners

Andersen stands out as one of the fastest-growing and largest independent tax firms in the United States. Offering a diverse range of services encompassing tax, valuation, financial advisory and related consulting, we cater to the diverse needs of individuals, businesses and alternative investment funds. Our approach is solution-driven, tailored to address the unique needs of each client. We invest time in understanding the intricacies of both individuals and businesses, customizing our services accordingly.

Distinguished by a team of top advisors, our professionals bring a wealth of experience from international accounting firms, law firms, IRS and state taxing authorities. Many hold multiple professional credentials, underscoring our commitment to delivering a spectrum of capabilities. This rich expertise empowers us to provide holistic, integrated solutions, fusing the scale and experience of a multinational accounting firm with the personalized attention of a local boutique firm.

At Andersen, we believe that service, experience and a genuine concern for our clients are essential for building enduring relationships. Our commitment to excellence is reflected in our continuous growth and leadership in the competitive tax services landscape. We ensure that our professionals go beyond conventional approaches, consistently delivering innovative and tailored solutions that align with the evolving needs of our clients, all while upholding the highest standards of professionalism and integrity.

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry