Marcum LLP
Tax & Business

Marcum Family Office

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.

TAX REFORM INSIGHTS

Stay Informed about the Latest Developments in National Tax Reform

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Family Office Brochure

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Contacts

Select the region to view contacts.

Carolyn  Mazzenga, Office Managing Partner, Tax & Business
Practice Leader
Office Managing Partner
Tax & Business
Melville, NY
NY

David  Appel, Senior Partner, Tax & Business
Senior Partner
Tax & Business
Miami, FL
FL

Robert L. Babek, Office Managing Partner, Tax & Business
Office Managing Partner
Tax & Business
Los Angeles, CA
CA

Ronald  Finkelstein, Partner, Tax & Business
Partner
Tax & Business
Melville, NY
NY

David  First, Partner, Tax & Business
Partner
Tax & Business
New York, NY
NY

Rorrie  Gregorio, Family Office Leader, Tax & Business
Family Office Leader
Tax & Business
New York, NY
NY

 
Kathleen  Lens, Partner, Assurance
Partner
Assurance
Philadelphia, PA
PA

Michele  Lipson, Partner, Tax & Business
Partner
Tax & Business
Miami, FL
FL

John J. Mezzanotte, Office Managing Partner, Tax & Business
Office Managing Partner
Tax & Business
Greenwich, CT
CT

Armand  Rossi, Partner, Tax & Business
Partner
Tax & Business
New Haven, CT
CT

Jeffrey  Saltzer, Partner, Tax & Business
Partner
Tax & Business
New York, NY
NY

 
 
2018 YEAR-END TAX GUIDE

The Marcum 2018 Year-End Tax Guide continues our tradition of providing timely tax guidance for the upcoming year.

 
 
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