Family Wealth Services Group

fws@mkllp.com

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

• Strategic Record Keeping
• 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

• 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
  
  
• Trust and Estate Administration
• Family Office

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