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Trusted counsel. Decisive results.

Anderson & Associates represents families and businesses across the Carolinas in the matters that shape their futures. Schedule a confidential consultation with one of our partners today.

Anderson & Associates legal team in the firm library

Recognized by

  • American Bar Association
  • North Carolina Bar Association
  • Super Lawyers — 2025
  • Martindale-Hubbell AV Preeminent
  • Best Lawyers in America
  • Chambers USA — Recognized Firm

Meet Our Attorneys

Senior counsel from top law schools, backed by associates who match their drive.

  • Catherine Anderson, Managing Partner

    Catherine Anderson

    Managing Partner, JD, MBA

    20+ years representing closely held businesses and high-net-worth families across the Carolinas.

    Read full bio
  • Sofia Reyes, Partner

    Sofia Reyes

    Partner — Litigation, JD

    First-chair litigator with a 40-jury-trial record in commercial and personal injury matters.

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  • Marcus Okafor, Senior Associate

    Marcus Okafor

    Senior Associate — Estate Planning, JD, LLM Taxation

    Drafts complex trusts and succession plans for multigenerational family businesses.

    Read full bio
  • David Chen, Associate

    David Chen

    Associate — Business Law, JD

    Focuses on entity formation, vendor contracts, and SaaS licensing for growth-stage companies.

    Read full bio

Selected Results

Anonymized representations of how we approach complex matters and the outcomes our clients walk away with.

  • Manufacturing facility commercial litigation case study
    Manufacturing

    Defending a $4.2M Breach of Contract Claim

    Regional manufacturer (200+ employees)

    Won summary judgment dismissing four of five claims and settled the fifth at 8¢ on the dollar three weeks before trial.

    Damages alleged
    $4.2M
    Final settlement
    $340K
    Reduction vs. demand
    92%
    Time to resolution
    11 mo
    Anderson & Associates understood our operations as well as our balance sheet. They handed us back a settlement we could close the books on.
    General Counsel, Mid-Market Manufacturer
    Read full case study
  • Multi-generation family estate planning case study
    Estate Planning

    Multigenerational Estate Plan With $42M in Transferred Assets

    Three-generation family-owned dealership

    Designed a dynasty trust structure that moved operating equity to G3 with zero gift tax exposure and pre-funded buyout liquidity.

    Assets transferred
    $42M
    Gift tax paid
    $0
    Estate tax saved
    38%
    Three generations sat at the same table for the signing. That has never happened in our family before.
    Family Patriarch, Automotive Group
    Read full case study
  • Mid-market merger and acquisition case study
    M&A

    Cross-State M&A: Software Company Acquisition

    SaaS company (Series B)

    Led a 90-day due diligence and acquisition sprint resulting in a successful asset purchase across three states with clean reps & warranties insurance.

    Deal value
    $18M
    Sign to close
    90 days
    Post-close claims
    0
    The diligence checklist they ran caught two items our investment bank missed. That alone paid the legal fees three times over.
    CFO, Series B SaaS Company
    Read full case study

In the Words of Our Clients

Why partners, founders, and families choose Anderson & Associates.

Catherine and her team translate complex litigation into plain English. We never made a decision without full understanding of the trade-offs.

Maria L.

CEO, Distribution Company

They saved our family business through a contested succession. I would refer any owner to them without hesitation.

Jonathan P.

Founder, Family-Owned Manufacturer

Marcus drafted a trust structure my prior firm said was not possible. Three years later it is still doing exactly what he said it would.

Priya S.

Estate Planning Client

Sofia tried our case with a confidence that came from being prepared. The jury saw it the same way we did.

Greg D.

Commercial Litigation Client

Insights from Our Practice

Weekly briefings on the cases and rulings shaping NC business and family law.

Subscribe to the Anderson & Associates Insights newsletter for plain-English analysis of the rulings and statutes that affect closely held businesses and families across the Carolinas.

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One of our partners will respond within one business day with next steps tailored to your matter.

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