Matt Juffer is the Office Managing Director for the Des Moines office and a member of the Private Client Services practice. He has more than 30 years of experience providing coordinated income, estate, and gift tax planning for high-net-worth individuals and multigenerational families.
Matt also has a wide range of experience working with both operating and investment partnerships, including family office structures and funds.
Matt specializes in:
- Structuring family estate plans
- Designing family office structures and ongoing consulting related to the administration thereof
- Maximizing income tax efficiency while achieving charitable goals
- Early-stage business structuring and compliance for business owners
- Complex tax return preparation for high-net-worth individuals, trusts, partnerships, private foundations, and corporations
- Deal structuring, portfolio company compliance, and sale structuring on exit for fund principals
Before joining Andersen, Matt worked at Hamilton Juffer and Associates LLP and KPMG.