Family Wealth Services Group

fws@marcumllp.com

Marcum Family Wealth Services Group (FWS) works closely with clients to understand their specific needs and objectives. FWS assists affluent families myriad areas including:

1. Strategic Record Keeping
2. Private Foundations
   
   
   • Prepare and file the application for recognition
     of exemption
   • Preparation of foundation tax returns,
     including unrelated business income tax returns, if applicable
   • Preparation and filing of quarterly excise taxes
   • Perform full charge bookkeeping, financial statement
     preparation and accounting services
   • Management of charitable activities including
     charitable grantmaking; compliance of
     5% distribution and expenditure responsibility
   • Oversee public disclosure compliance and governance
   • Authentify and oversee full compliance with regard
     to prohibited transactions such as self dealing, jeopardizing
     transactions or excess business holdings

3. Philanthropy Planning
   
   
   • Charitable strategies using donor advised funds,
     charitable remainder trust, charitable lead trusts and
     private foundations
   • Sophisticated gifting and estate planning strategies
   • Coordinate with charitable organization's to structure
     special gifts such as university chairs, fellowships, trusts and annuities
   • Engaging heirs in philanthropy endeavors
   
   
4. Trust and Estate Administration
5. Family Office
   

   Marcum's knowledgeable and respected team is devoted to protecting the financial future of our clients.