Ms. Anderson’s primary responsibility is to manage the family office support practice of the firm. Her work involves extensive interaction with the client, the client’s family, and the family office team to deliver a broad range of services, which include coordination with all parties to organize the corporate and business affairs of the family office and management of the day to day operations. Ms. Anderson also manages the firm’s charitable planning practice and its complex real estate transaction practice.
Ms. Anderson co-manages the firm’s international estate and asset protection planning practice, its investment portfolio planning practice, its U.S. and international tax planning practice, and its complex structure administration practice.