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Marcum LLP
Tax & Business

Marcum Family Office

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Increasingly, families are discovering that although their wealth brings many luxuries, it also brings new challenges and increased responsibilities. In fact, some families have created their own fully-staffed offices to handle the complex administrative functions associated with wealth.

By utilizing the services of skilled and highly experienced family office service professionals, high-net-worth families can achieve improved financial management and receive valuable guidance in a cost-effective manner. Marcum's Family Office Services division provides wealthy families access to a collaborative network of specialized professionals, giving families peace of mind coupled with financial and administrative freedom.

Marcum LLP has worked with numerous high-net-worth families providing a host of services ranging from bill paying and succession planning to philanthropic giving and art collection management. A dedicated account leader works closely with each client to establish a close relationship and develop a comprehensive family office plan customized to a particular family’s unique needs.

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Related Services:     Marcum Family Office   |   Philanthropy Planning & Private Foundations   |   Private Client Tax Services   |   Trusts & Estates
Why Choose Marcum?
Marcum Family Office
Marcum's Family Office group provides:

Typically, high-net-worth individuals work with a number of experts in various fields, including tax professionals, attorneys, insurance agents and investment counselors. More often, these individuals do not have one person overseeing and coordinating all professional services. Marcum's Family Office Services professionals develop a relationship with each existing advisor and coordinate activities to avoid duplication of efforts and unnecessary charges and to ensure that each client’s short and long term goals are met.

Scope of Services
Tax Planning
  • Hedging techniques.
  • Investment management.
  • Strategies for charities, capital gains, AMT, tax law changes.
Risk Management & Insurance Review
  • Life, property & casualty.
  • Officer & director liability.
  • Excess liability.
Estate Planning
  • Analysis of current estate plan.
  • Life insurance.
  • Testamentary book.
  • Charitable giving.
Investment Services
  • Cash flow/balance sheet.
  • Income statements.
  • Evaluation of net worth.
  • Negotiating loans.
  • Review venture capital/private equity deals.
Tax Return Preparation
  • Income, gift, foundation, S-corp, trust, corporation & estate.
  • Quarterly tax projections.
  • Record keeping responsibility.
  • Audit representation.
  • Tax controversy.
Accounting Services
  • Bill paying.
  • Payroll taxes.
  • Foundation administration.
  • Medical reimbursement.
  • FLP administration.
Real Estate
  • Bill paying.
  • Insurance analysis.
  • Payroll taxes.
  • Property management.
Personal Services
  • Lifebook.
  • Daily life monitor.
  • Concierge.
  • Appraisal.
Other
  • Philanthropic services.
  • Intergenerational wealth planning.
  • Family governance solutions.

Newsletter

Beyond the Numbers

Roundup of business and tax planning ideas

  READ THE LATEST EDITION
 
 
Related Marcum Family Office News


The New York Times spoke with Philadelphia Tax Partner-in-Charge Ed Reitmeyer about the treatment of pass-through income under the House Tax Cuts & Jobs bill.

 

The rewrite of the tax code, which the House passed on Thursday, proposed a 25 percent tax rate for small businesses for owners who report ....


NBC News asked Marcum to analyze the impact of the House Tax Cuts & Jobs Act on the 2005 federal tax return of Donald Trump, and reported the Firm’s findings.

 

President Donald Trump has insisted, for months, that the Republican tax plan he supports won’t benefit him. In fact, Trump and his heirs potentially could ....


Senate Committee on Finance Issues Version of Tax Cuts and Jobs Act

 

Last week, the Senate Finance Committee issued its version of the recently released House Tax Cuts and Jobs Act.


2017 Marcum Year-End Tax Guide Now Available

 

Marcum LLP has issued its 2017 Year-End Tax Guide in the midst of Congressional efforts to reform the national tax code. This year’s tax guide ....


Tribune News Service interviewed Tax Partner Janis Cowhey for an article about the importance of couples in 2nd or 3rd marriages discussing finances and inheritance.

 

Heading into a new committed relationship means both partners need to take stock of their retirement plans and legal documents, having detailed conversations not only ....


Reuters quoted Tax Partner Janis Cowhey in an article about splitting retirement accounts in a divorce.

 

While many couples dissolve their marriages without significant legal involvement, divvying up retirement accounts, particularly pensions, is thorny. Doing it without a proper legal agreement ....


CNBC quoted national Tax Leader Joseph Perry in an article about the hidden tax hike for high net worth taxpayers in the House’s Tax Cuts and Jobs Act.

 

The GOP's tax plan contains a little-noticed tax hike on big earners that could add another $12,000 to their annual tax bill.


Financial Advisor magazine spoke with Tax Partner John Mezzanotte about why so many taxpayers request extensions to file their tax returns in October.

 

Taxpayers who want up to a six-month extension to file their tax return file IRS Form 4868 have until mid-October to file. In recent filing ....


The Philadelphia Inquirer interviewed Jeffrey Winkleman, partner-in-charge of corporate taxation, and Steve Brett, president of Marcum Financial Services, for an article about the proposed cap on 401(k) contributions.

 

Wall Street can't be happy about Congress' proposal to cap our yearly 401k contributions at $2,400 — that’s the tax-deferred amount we would be able ....


CNN Money interviewed Partner Janis Cowhey about discussing retirement finances with your parents.

 

Discussing finances with your parents can be as uncomfortable as the talk they gave you about the birds and the bees. But it still needs to ....


Forbes interviewed Tax Partner Janis Cowhey about the increased lifetime estate and gift tax exemption.

 

It’s official. For 2018, the estate and gift tax exemption is $5.6 million per individual, up from $5.49 million in 2017. That means an individual ....


Announcing Sponsors for the 2017 Marcum Women’s Forum featuring Chelsea Clinton

 

Nine top companies have signed on to date to sponsor the 2017 Marcum Women’s Forum in New York City, featuring Chelsea Clinton, Lisa Garcia, and ....


IRS and Treasury to Withdraw Proposed Regulations that Would Affect Discounts Applied to Transfers of Family-Owned Businesses

 

On October 2, 2017, The Trump Administration issued Executive Order 13789. Included in this Executive Order, the IRS and the Treasury establish that they will ....


Financial Advisor magazine spoke with Tax Partner John Mezzanotte about how to help clients save taxes on required minimum distributions from IRA accounts.

 

Once your client reaches age 70 1/2, he or she must take required minimum distributions (RMDs) annually from taxable IRA and 401(k) accounts.


The Long-Awaited Tax Proposal: The Unified Framework for Fixing our Broken Tax Code

 

On September 27, 2017, the Trump Administration and Republican leaders released a unified framework for tax reform that would make changes to both individual and ....


CNBC spoke with Rorrie Gregorio, partner-in-charge of the Marcum Family Office practice, for an article about the financial challenges faced by “suddenly single” women recently divorced or widowed.

 

Becoming suddenly single can set your world in a tailspin, and a lack of financial planning is setting women in particular even further back.


South Florida Business Journal published an article by Partner David Appel about the importance of estate planning for Millennials.

 

Estate planning is not just for Boomers. It is an essential part of financial adulthood and is especially imperative for Millennials who have already amassed ....


Marcum Women’s Forum Coming to Boston October 30

 

Marcum LLP , a top national accounting and advisory firm noted for its market-leading conferences, announced today it will be bringing the annual Marcum Women’s ....


Marcum Women’s Forum Coming to San Francisco; Erin Brockovich Will Keynote Event Dedicated to Smart Choices for Savvy Women

 

Marcum LLP , a top national accounting and advisory firm noted for its market-leading conferences, announced today it will be bringing the annual Marcum Women’s ....


Accounting Today announced the Marcum Women’s Forum in New York City on October 27, featuring Chelsea Clinton.

 

Top 100 Firm Marcum announced this week that they will hold their second annual Marcum Women's Forum in New York City on October 27th. Chelsea ....


Long Island Business News reported on the upcoming Marcum Women’s Forum in New York City, featuring Chelsea Clinton.

 

Marcum tapped a Clinton to speak at its upcoming Women’s Forum. Chelsea Clinton will headline the second annual event, set for Oct. 27 in Manhattan.


NextAvenue.org interviewed Tax Partner Robert Spielman about which tax records to retain and which can be tossed.

 

You've finished your 2016 taxes and all the accompanying financial papers that went with it. So this is a good time to shred or trash ....


CNBC.com interviewed Tax Partner Janis Cowhey about funding pre-school education for grandchildren.

 

Here's a way for boomers to share the wealth with their children and grandkids: Cover the cost of preschool and shake off gift taxes to ....


Tax Partner Robert Spielman wrote about state laws governing the ownership of engagement rings, for his Valentine’s Day column in City News.

 

February is often considered a month of love because Valentine's Day falls on the 14th.


New Jersey Business magazine interviewed Tax Supervisor Crystal Levy about wills and estates planning, for its annual Money Issue.

 

The aging population and changing inheritance laws are influencing the way Americans look at will and estate planning.


Private Wealth magazine interviewed Partner Carolyn Mazzenga for an article about how President-elect Donald Trump’s proposed tax plan will effect high income earners.

 

Whether or not you approve of Donald J. Trump as the next president of the United States, if you're a highincome earner who would like ....


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

 

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 LLP Expands Family Office Practice in Los Angeles; Entertainment Industry Veteran to Lead High-Net-Worth Services Group

Marcum LLP, a top national accounting and advisory services firm, has expanded its Family Office Practice group in the Firm's Los Angeles office and engaged ....

Family Office Brochure

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Contacts

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Rorrie  Gregorio

Family Office Leader
Tax & Business
New York, NY
 
2017 YEAR-END TAX GUIDE

The Marcum 2017 Year-End Tax Guide continues our tradition of providing timely tax guidance for the upcoming year.

 
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