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Rorrie Gregorio

Partner-in-Charge Marcum Family Office - Tax & Business
Three People Meeting
 
750 3rd Avenue
11th Floor
New York, NY 10017

212.485.5800
rorrie.gregorio@marcumllp.com
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Rorrie Gregorio is the National Partner-in-Charge of the Marcum Family Office Group and 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 the Founder and President of a networking group serving high-networth individuals‚ she spearheads educational seminars for women on topics related to wealth-building and lifestyle changes. In addition‚ Ms. Gregorio has lectured on the importance of teaching the next generation on the responsibility of wealth.

Professional & Civic Affiliations
  • Wealth Dimensions, Founder and President
  • Calvary Hospital, Advisors Council 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

In 2015, named one of the 50 most influential women in private wealth

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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

 

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