Alison Andersen

Alison Andersen

Managing Director

Alison Andersen has 20 years of experience concentrated on tax and estate planning. She has experience with tax and financial matters affecting private equity partnerships, trusts and high net worth individuals. Alison has worked with numerous families with both domestic and international issues to develop and implement various wealth maximization plans through the use of family entities, income tax planning, and effective gift and estate planning. Alison also has experience providing tax services to partnerships, and limited liabilities specifically in private equity and hedge funds.

Prior to Andersen, Alison started her career as a financial and tax planner at PwC for four years, and then worked at Deloitte as a tax consultant.