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Brooke Anderson

National Managing Principal – Private Client Services
BDO
Brooke is responsible for overseeing the growth of the Pittsburgh office with a continued focus on exceptional client service, development of professionals, and strengthened relationships in the local community. In addition, she serves as the Managing Director of the Central Region of BDO’s Private Client Service group.

Brooke has advised and provided consulting services to clients for more than ten years. Her expertise includes working with affluent clients in the areas of trust administration, fiduciary responsibility, gift taxation, generation-skipping transfer taxation and estate taxation and planning. Her experience has focused on assessing current situations, identifying risks and proposing possible solutions to achieve the most optimal results.

Brooke serves a diverse client base by providing a wide range of services including: estate and trust planning; multi-generational wealth transfer; tax planning and risk management.

Brooke has spoken on various estate tax topics and has been quoted in several publications.

SESSIONS

Introduction and Keynote Conversation with Peter and Scott Felsenthal

A keynote with father-son team, Peter and Scott Felsenthal, CEO at Whitmor. Scott and his father will discuss his decade-plus-long rise to the top in their family company, and what factors that led to his promotion over the family’s other G4s.

Please note: You can ask questions anytime during the presentation by using the Q&A box. Questions will appear as “waiting for review.” We will get to as many questions as possible. 

If you prefer, you can minimize the Q&A window.