Marcum LLP
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Family Wealth Services



Who We Are

Acquiring wealth and building a successful business takes great skill and personal ambition. Managing your wealth and insuring your legacy likewise takes skill and experience. The Marcum Family Wealth Services Group is dedicated to helping you manage your wealth, assisting in transferring it to succeeding generations, accomplishing your lifetime objectives, and helping you accomplish your philanthropic goals.

We are professionals with a wide array of talents. We are tax professionals with expertise in personal income tax planning and estate planning. We are accountants who simply make your life easier by handling your day-to-day financial matters by analyzing your expenses and paying your bills.

We provide tax planning and compliance services including the preparation of myriad governmental filings and tax returns. Family Wealth Services can be your family office for all matters. We can also be your professional service provider for just those areas where you need specialized guidance and experience. Marcum also belongs to the Leading Edge Alliance (LEA), an international professional association of independently-owned accounting and consulting firms. LEA provides the Firm and its clients access to the resources of a multibillion dollar global professional services organization.

Whatever the scope, we bring our Firm’s most skilled advisers to meet your needs. We are creative, proactive, and caring in our approach. Our advisers have long records of achievement and client satisfaction. Let us work for you.

Seeing The Whole Picture

The Marcum LLP Alternative Investment Group together with the Family Wealth Services Group have developed a unique approach to providing accounting, assurance, and tax services to hedge funds and investment partnerships. Instead of focusing attention solely on the fund audit and K1s, we work with the owner/manager to see the whole picture. Through our years of experience working with a variety of funds, we have developed a set of best practices and potentially more important, pitfalls to avoid. We act as a guide to the manager, with the goal of becoming the manager’s trusted advisor. Our advice will enable the manager to move seamlessly through the start-up phase to the investment stage without surprises.

The process of starting up a fund is often new territory for the manager. Many times the manager has spent his entire career at a large institution. The manager is comfortable in implementing his investment style but has limited experience with the requirements of operating a business. The manager must understand the investment structure that would best appeal to domestic, tax-exempt, and offshore investors, all the while understanding his or her own personal financial and tax situation.

An important element in advising our clients in this industry is the use of tried and true estate planning techniques to accumulate wealth in the most tax-efficient way. Our firm has many years of experience structuring estate planning vehicles to provide successful solutions. Marcum’s Family Wealth Services Group provides income tax planning, charitable planning, as well as estate and trust planning all with a keen understanding and expertise in the hedge fund industry. Together our Alternative Investment Group and Family Wealth Services Group can help fund managers see the whole picture and build a successful business.Marcum's highly respected team of professionals can help you meet the challenges of starting or managing your fund. Our thought leaders are recognized experts, frequent speakers at industry conferences and often quoted in trade publications. In today’s environment of increased regulation and changing rules, Marcum LLP 's Alternative Investment Group stays on the cutting edge of relevant policies, practices, and procedures.

FAMILY WEALTH SERVICES
High-Net-Worth Individuals
Marcum Family Office
Philanthropy Planning & Private Foundation
Private Client Tax Services
Trusts & Estates

Contacts
Los Angeles, CA
310.432.7430
Irvine, CA
949.236.5645
Contacts
Miami, FL
305.995.9680
Miami, FL
305.995.9670
Miami, FL
305.995.9720
Contacts
Boston, MA
617.807.5115
Greenwich, CT
203.781.9808
New Haven, CT
203.239.6888
Contacts
Melville, NY
631.414.4370
New York City, NY
212.485.5690
New York City, NY
212.485.5800
Melville, NY
631.414.4540
New York City, NY
212.485.5630
Contacts
Philadelphia, PA
484.270.2540

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