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Private Client Services

Our passion for helping high-net-worth and high-profile individuals succeed in their financial and professional lives is at the core of Marks Paneth’s Private Client Services offerings. We understand that to achieve your objectives, you need much more than an accountant – you need an advisor who knows you.

By understanding the people behind the numbers, our experienced High-Net-Worth and Family Office specialists are better able to develop plans, strategies and recommendations that address each client’s specific situation and maximize their greatest areas of opportunity.

This personal approach is augmented by our deep technical expertise, regulatory knowledge, value-add consulting services and decades of experience in tax planning, wealth preservation and transfer, planned giving and family office services.

SERVICES

Trusts and Estates

  • Lifetime gift planning and post-mortem trust and estate planning
  • Assistance with charitable planning and the creation of charitable trusts and private foundations
  • Consulting on the creation and administration of family limited partnerships
  • Assistance in the marshalling of assets and related administration
  • Preparation of fiduciary accountings (judicial and informal) for trusts, estates and guardianships
  • Expert witness testimony and related fiduciary litigation support services
  • Cash flow analysis


Tax planning and compliance services

  • Preparation of tax returns for individuals, partnerships and LLCs
  • Preparation of corporate tax returns, including C Corps and S Corps
  • Preparation of estate tax, gift tax and fiduciary income tax returns and related filings
  • Tax planning and projections
  • Advising on tax strategies to meet philanthropic goals
  • Tax controversy (federal and state tax examinations and appeals)
  • Preparation of tax returns for charitable trusts and private foundations
  • Transactional tax planning and strategies
  • Due diligence in the M&A process


Business management & family office services

  • Consulting on business transactions and operations
  • Bill payment and cash flow management
  • General bookkeeping
  • Management of personal and family employees
  • Payroll administration
  • Concierge Services
  • Assistance with purchases and sales of homes, investments and other assets
  • Assistance with insurance needs