Andersen (ANDG)

A central part of Andersen Group’s business is its Private Client Services practice, which serves high-net-worth individuals, family offices, entrepreneurs, and multigenerational families. This work can involve income tax planning, estate and trust matters, charitable giving strategies, succession planning, and broader financial coordination. The practice is a key revenue driver because wealthy individuals and families often require recurring, highly customized advice across multiple jurisdictions, asset classes, and legal structures.

The company also offers Business Tax Services for corporate and closely held business clients, helping them address compliance, planning, and transaction-related tax matters. Its Alternative Investment Funds practice supports fund managers and investors with tax and advisory needs tied to private equity, hedge funds, real estate vehicles, and other investment structures. Through its Valuation Services offering, Andersen Group assists with financial reporting, transaction analysis, estate and gift tax matters, dispute support, and other situations where an independent assessment of value is required.

Andersen Group’s strategy is based on building an integrated professional services platform rather than a single-service tax practice. By combining private client, business, fund, and valuation capabilities, the firm aims to serve clients whose financial decisions require coordinated advice across personal wealth, operating businesses, investments, and long-term planning.