Andersen Global
Real Estate Investments are Complex. We Design Simplicity.
Complexity can make fielding the right solution for both your family office and your real estate investments challenging.
Working with Andersen ensures your real estate asset and investment planning is designed with precision and insight, empowering you and your family’s financial legacy for generations to come. Our experience, collaborative/holistic approach, personalized service, and forward-thinking strategies meet your unique needs, making your aspirations our shared mission for enduring success across generations.
Andersen Webcast: Year-End Real Estate Planning: Tax, Valuation & Market Insights for 2027
As year-end approaches, real estate owners, investors, developers, family offices, and fund managers face a rapidly evolving landscape shaped by market conditions, tax considerations, financing trends, and investment opportunities.
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How We Can Help
Family Office & Real Estate Solutions Designed with Precision
ACQUISITION
The ownership structure of your real estate can impact income tax during the period of ownership; capital gains tax when later selling the property; and even gift and estate taxes when transferring the property to an heir. Subsequent restructuring can be costly, so forward-thinking advice is critical.
OPERATIONS
Detailed insight from a due diligence report and ongoing support through Private & Outsourced Accounting; capital sufficiency Analyses; and cash, asset & real estate management can assure smooth and uninterrupted family office services.
DISPOSITION
Divesting of assets can be complex, but Andersen offers solutions like Sell-Side Advisory, Real Estate Valuations & Analysis, Recapitalizations, Distributions and Debt Workouts that can be coordinated to help define and support your long-term goals.
LEGACY
Successfully managing enduring wealth is what ultimately sets a family’s legacy apart. To ensure family holdings last from generation to generation, many of the largest, privately owned family businesses in the country rely on our seamless strategic growth advice with the overlay of privacy, independency and flexibility.
Services
Individual Tax Compliance & Planning
When clients choose Andersen for comprehensive tax compliance and planning advice, they are choosing peace of mind.
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International & Cross Border
Andersen offers the expertise necessary to assist you with the complexities of your international tax, estate planning, financial planning, and accounting needs.
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Fund Formation & Structuring
Whether forming your first, second or 100th fund, Andersen tax professionals collaborate with fund managers to develop tax-efficient strategies aligned with the fund's objectives.
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Investment Consulting
Andersen provides a full range of financial planning and investment management services tailored to help clients achieve their financial goals with confidence and peace of mind.
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Family Office
No matter how sophisticated the needs of your family office may be, Andersen has the breadth and depth of knowledge that can only come from experience.
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Asset Valuations & Analysis
Andersen has extensive experience in valuing a wide range of assets. Our professionals will assist you in valuations to offer supportable analyses designed to withstand review by third parties.
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Cash & Asset Management
Andersen can support ultra-high-net-worth individuals, their related entities, and in-house teams with significant cash, asset, and real estate management.
Learn MoreFamily Office & Real Estate Resources
The legislation creates opportunities and removes the fear of expiring provisions to help preserve family wealth.
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The OBBBA added several new programs and rules that are beneficial for the real estate industry.
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IRS guidance provided a long-awaited update to the rules and procedures to follow.
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Maintaining wealth across multiple generations is complex. Success involves combining experience and expertise into
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Ready to Discuss Your Unique Situation?
Reach Out To One of Our Specialists