Educational Partners

2025 Educational Partners

Contact Information
Please contact your nearest office to discuss your requirements with one of our specialists, visit our website: andersen.com/offices.
Featured Content

Wealth Planning Guide

Description:

Your roadmap to navigating new tax laws, optimizing wealth transfer, and protecting assets for future generations. Packed with strategies and insights, this guide highlights what matters most in today’s changing planning environment.

Andersen is one of the largest independent tax firms in the United States, providing a wide range of tax, valuation, financial advisory and related consulting services to individuals, families, businesses, and funds.

In the markets we serve, we have the scale and experience of a multinational tax firm with the visibility and attentiveness of a local boutique firm. We believe that service, experience and a genuine concern for clients are prerequisites for developing long-lasting relationships.

Andersen is the founding member of Andersen Global, an international association of legally separate, independent member firms surrounding the development of a seamless professional services model providing best in class tax, legal, and valuation services around the world.

Awards & Recognition

INSIDE Public Accounting – Top 100 U.S. Firm

Accounting Today – Top U.S. Tax Firm

 

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