Paige Goepfert is a managing director and Client Group Lead for Andersen’s Private Client Services practice and works with ultra-high-net-worth families, family offices, business owners, and executives on tax planning and income tax compliance.

Paige has over 20 years of experience in accounting specializing in pass-through, individual, fiduciary, and estate taxation. For family office clients, Paige provides expertise on a variety of tax matters with a focus on the structuring of family offices, the development and implementation of multi-generational wealth transfer plans, and preparation of related tax returns.

She also consults with clients regarding other planning matters, including the use of partnerships, gifting, private foundations, and other charitable vehicles. Paige also works with executors and estate administrators to manage a decedent’s estate.

Paige frequently lectures on estate planning, taxation of trusts, and wealth strategies for the AICPA Advanced Estate Planning Conference and a variety of other professional venues. She has also published an article in The Tax Adviser: Important Lessons Regarding Valuation Issues.