Tom Herr

Tom Herr, Jr. is a managing director in the Private Client Services tax practice in Chicago. Tom has over 14 years of experience providing comprehensive tax planning services to ultra-high-net-worth families and their related entities, including businesses, investment partnerships, trusts, and charitable vehicles.

Tom’s clients primarily include multigenerational family offices, principals and owners of alternative asset management funds, owners/operators of private operating businesses, and other high-net-worth individuals who have experienced a liquidity event. 

His specializations include:

• Personal income tax planning
• Multigenerational gift and estate tax planning
• Family office structuring, including incentive compensation structuring
• Section 1202 QSBS review and documentation
• Preparation of complex tax returns for individuals, trusts, partnerships, corporations, and foundations

Before joining Andersen, Tom worked at two middle-market investment banks in Chicago.