High Net Worth
We ease the burden of day-to-day financial management for high-net-worth individuals and the families we serve. We will work with you to customize a comprehensive approach to address your needs – covering family office services, estate planning, succession planning, gift giving programs and long-term asset protection.
Most high-net-worth individuals work with a number of legal and investment advisors. We proactively develop beneficial relationships with your existing consultants and coordinate their services to ensure that all efforts are in alignment with your short and long-term objectives.
- Family office services
- Investment portfolio monitoring and analysis
- Estate, trust, and income tax planning
- Management of family and small business employees
- Payroll administration
- Concierge services
- Fiduciary accounting
- Philanthropic planning
Group LeaderRobert J. Hughes
Principal-in-Charge of the High-Net-Worth Group
Robert Hughes, EA, is a Principal at Marks Paneth LLP. In this capacity, he handles state, local and federal tax filings, specializing in high-net-worth individuals, estates, trusts and private foundations.
Mr. Hughes began his career with the IRS where he progressed from an entry-level position in the error correction department to a senior position as Office Auditor. He also has extensive experience working in the tax departments of several high-profile banks where he managed tax compliance activities for high-net-worth individuals. In 1997, Mr. Hughes joined Marks Paneth as a Manager. He was quickly promoted to Senior Manager and then to Principal just a few years later.