Eric Steen

Eric Steen is a director in the Private Client Services practice at Andersen and has over a decade of experience serving high-net-worth individuals, their families, and related entities. He focuses on income tax compliance and consulting for individuals, fiduciaries, partnerships, private foundations, and wealth transfer planning. Eric serves clients including venture capitalists, corporate executives, and multigenerational families.

He also advises clients on broader financial planning matters, such as cash-flow modeling, charitable giving strategies, and retirement planning, and has experience working with family offices on larger engagements. In addition to his practice work, Eric is actively involved in local office training and mentoring.

Before joining Andersen, Eric was part of PwC’s Private Client Services group, where he worked with high-net-worth individuals, corporate executives, and family groups.