Marcum LLP

Rorrie Gregorio


 
Rorrie  Gregorio, Family Office Leader, Tax & Business
Family Office Leader
Tax & Business
 

750 3rd Avenue
11th Floor
New York, NY 10017

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Rorrie Gregorio leads the Firm's Family Office Practice and is a partner in the New York City office. She is also a member of the Firm's High Net Worth Individuals Practice group. She has more than 25 years of extensive experience working directly with high net worth individuals and their families throughout the United States.

Ms. Gregorio counsels families with substantial wealth on various issues related to tax planning, estate planning, and wealth management. She manages their day-to-day fiscal needs including bill paying, insurance reviews, income tax preparation, budgeting, specialized financing facilitation, portfolio reconciliation, household payroll services, entity administration, cash and securities transfers, and other financial matters.

Prior to joining the Firm in 2004, she spent eight years as vice president and group leader in the tax department of a leading, global financial services company and three years with a regional practice. Ms. Gregorio began her accounting career in the high net worth group of a former "Big 8" firm, where she gained hands-on experience managing complicated tax, financial and estate planning projects.

Ms. Gregorio is very involved in the New York City business community. As founder and president of a networking group serving high net worth individuals, she spearheads educational seminars for women on topics related to wealth-building and lifestyle changes. She is a member of the Marcum Diversity & Inclusion Committee and co-chairs the annual Marcum Women's Forum in New York. In addition, she has lectured on the importance of teaching the next generation on responsibility of wealth.

Professional & Civic Affiliations
  • Wealth Dimensions, Founder and President
  • Calvary Hospital, Advisors Council Member
  • AICPA Family Office Group, Member
  • NYC Chapter of Enterprising & Professional Women, Member
  • Breast Cancer Prevention Partners, Board Member
Subject Matter Expertise

Family Office Services
Wealth Management
Tax Planning
Estate Planning

Practice Focus

High Net Worth Individuals & Families
Corporate Executives

Education

Bachelor of Science, Accounting
Hofstra University

Awards & Recognition

One of the 50 Most Influential Women in Private Wealth - Private Asset Management, 2015

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Rorrie Gregorio, National Partner-in-Charge, Marcum Family Office Group Named one of the 50 Most Influential Women in Private Wealth by Private Asset Management Magazine

Rorrie Gregorio, National Partner-in-Charge of the Marcum Family Office Group at Marcum LLP, has been named one of the 50 Most Influential Women in ....

Marcum's Rorrie Gregorio Named One of the Most Influential Women in Private Wealth


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Marcum's Rorrie Gregorio Named One of the Most Influential Women in Private Wealth

Rorrie Gregorio, National Partner-in-Charge of the Marcum Family Office Group at Marcum LLP, has been named one of the 50 Most Influential Women in ....

 
 
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