Marcum LLP
Tax & Business

Marcum Family Office

Three Men Standing

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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Related News

CNBC quoted Tax Principal Michael D’Addio in an article about the new IRS regulations for deducting pass-through income.


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CNBC quoted Tax Principal Michael D’Addio in an article about the new IRS regulations for deducting pass-through income.

The IRS proposed a new rule on Aug. 8, addressing the 20 percent qualified business income deduction. This is a break for so-called pass-through entities, ....

Newsday asked Melville Office Managing Partner Carolyn Mazzenga about deducting unreimbursed business expenses under the new tax law.


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Newsday asked Melville Office Managing Partner Carolyn Mazzenga about deducting unreimbursed business expenses under the new tax law.

The tax overhaul wiped out the deduction for unreimbursed business expenses. Some companies might choose to ease the burden by setting up plans to reimburse ....

CNBC spoke with Melville Office Managing Partner Carolyn Mazzenga, also national leader of the Family Wealth Services group, about the long-range tax implications of converting a pass-through entity to a C-corporation.


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CNBC spoke with Melville Office Managing Partner Carolyn Mazzenga, also national leader of the Family Wealth Services group, about the long-range tax implications of converting a pass-through entity to a C-corporation.

Lower income tax rates have made incorporation an attractive strategy to some business owners, but accountants warn that entrepreneurs ought to think twice before going ....

Long Island Business News quoted Tax & Business Services Partner Robert Spielman in a column about common mistakes made by small businesses.


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Long Island Business News quoted Tax & Business Services Partner Robert Spielman in a column about common mistakes made by small businesses.

Starting a business is risky business. One in five new companies do not survive the first year, and only about half are still around after ....

Financial Advisor interviewed Trusts & Estates Co-Leader Ronald Finkelstein about the use of dynasty trusts to protect assets.


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Financial Advisor interviewed Trusts & Estates Co-Leader Ronald Finkelstein about the use of dynasty trusts to protect assets.

Though President Trump's tax form increases the amount that can be passed to heirs, these thresholds expire in 2025 - if a new federal administration ....

The Kiddie Tax: Changes That We All Need to Know About


Tax Reform

The Kiddie Tax: Changes That We All Need to Know About

Under the Tax Cuts and Jobs Act of 2017, Congress enacted a change to the commonly called Kiddie Tax rules, to prevent parents and grandparents ....

2018 Gift and Estate Tax Changes under the Tax Cuts and Jobs Act: Transfer More Wealth Tax-Free


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2018 Gift and Estate Tax Changes under the Tax Cuts and Jobs Act: Transfer More Wealth Tax-Free

The Tax Cuts and Jobs Act (TCJA) of 2017 introduced a wide array of changes to most areas of the tax law beginning with the ....

Hillary Rodham Clinton to Keynote 2018 Marcum Women’s Forum in New York


Press Release

Hillary Rodham Clinton to Keynote 2018 Marcum Women’s Forum in New York

Marcum LLP today announced that Former Secretary of State Hillary Rodham Clinton will be the keynote speaker at the Marcum Women's Forum in New York ....

Bloomberg News quoted Tax Partner Edward Reitmeyer in a story about the growth of dynasty trusts under the new tax law.


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Bloomberg News quoted Tax Partner Edward Reitmeyer in a story about the growth of dynasty trusts under the new tax law.

Many of the biggest beneficiaries of President Donald Trump's tax overhaul haven't even been born yet. The new law doubles the amount that can be ....

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The Tax Cut and Jobs Act of 2017 provides for a new deduction for partners, shareholders, and other owners of pass-through entities, known as the ....

MarketWatch published an article by Tax & Business Services Manager Michael Feinfeld about common estate planning disasters to avoid.


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MarketWatch published an article by Tax & Business Services Manager Michael Feinfeld about common estate planning disasters to avoid.

An approximately $30 trillion transfer of wealth is currently under way in the U.S. as aging baby boomers pass their assets to successive generations. This ....

A Connecticut Post columnist urged readers to attend a panel featuring Greenwich Office Managing Partner John Mezzanotte discussing changes for high net worth taxpayers under the new tax law.


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A Connecticut Post columnist urged readers to attend a panel featuring Greenwich Office Managing Partner John Mezzanotte discussing changes for high net worth taxpayers under the new tax law.

Due to tax law changes, 2018 presents a different environment than 2017 - but how different? Estate taxes have changed dramatically on both the federal ....

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

 
 
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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Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.

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