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Family Wealth Services


The Marcum Family Wealth Service Group is dedicated to helping you manage your wealth, assisting in transferring it to succeeding generations and helping you achieve your philanthropic goals. As the advocate, counselor and trusted advisor to hundreds of families throughout the United States, Marcum works closely with high-net-worth families to manage their fiscal affairs. Marcum guides individuals through the most complex tax issues to help them meet their financial goals by offering an array of tailored services including:

  1. Private Client Tax Services
  2. Trusts & Estates
  3. Private Foundation & Philanthropy Planning
  4. Your Family Office

Marcum's Family Wealth Service Group works closely with clients to understand their specific needs and objectives. Each member of our highly skilled department - from partner to staff - undergoes rigorous, ongoing training to ensure our department is abreast of the latest developments in tax law and reporting requirements. As a growing firm - it is our goal to give our clients access to the best and most experienced professionals in all areas. We are determined to uphold our culture of customized services and personal attention. Marcum's knowledgeable and respected team is devoted to protecting the financial future of our clients.

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