
Brooke Anderson
National Managing Principal - Private Client Services
Executive Summary
Brooke has more than 20 years of experience serving high-net-worth individuals, their families, family offices, C-suite executives, and others with complex tax and financial structures. Her primary interest centers on gift taxation, generation-skipping transfer taxation, estate taxation and planning, fiduciary responsibility, and trust administration. Brooke is skilled in working alongside the clients' trusted advisors and focusing on assessing current situations, identifying risks, and proposing solutions to achieve the most optimal results.
Currently, Brooke is responsible for the strategic growth and operations of the firm's Private Client Services and Family Office Services national practice. While at BDO, she led the Pittsburgh market as office managing principal of the tax practice for several years. Concurrently, she served as the Central Region Private Client Service leader, where she assisted the national leadership team over the last five years in the development of the practice.
Brooke is a current member and former Pittsburgh board member of YPO (Young Presidents’ Organization), which is a global leadership community of chief executives.