Rorrie Gregorio is the National Partner-In-Charge of the Marcum Family Office group and a member of its High-Net-Worth Individuals Practice group. She has more than 25 years of extensive experience working directly with high-net-worth individuals and their families throughout the United States. As their trusted advisor, Ms. Gregorio is frequently engaged by clients to help them make informed financial decisions.
Ms. Gregorio counsels families with substantial wealth on various issues related to tax planning‚ estate planning and wealth management. She manages their day-to-day fiscal needs including bill paying‚ insurance reviews‚ income tax preparation‚ budgeting‚ specialized financing facilitation‚ portfolio reconciliation‚ household payroll services‚ entity administration‚ cash and securities transfers‚ and other financial matters.
When Ms. Gregorio joined the Firm in 2004, she brought with her a wealth of experience. Previously, she spent eight years as Vice President and Group Leader in the tax department of a leading, global financial services company and three years with a regional practice. Ms. Gregorio began her accounting career in the high-net-worth group of a former "Big 4" firm. She gained hands-on experience managing complicated tax, financial and estate planning projects.
Ms. Gregorio is very involved in the New York City business community. As the Founder and President of a networking group serving high-networth individuals‚ she spearheads educational luncheon seminars for women on topics related to wealth-building and lifestyle changes. In addition‚ Ms. Gregorio has lectured on the importance of teaching the next generation on the responsibility of wealth.
Professional & Civic Affiliations
Wealth Dimensions, Founder and President
Areas of Expertise
Family Office Services
High-Net-Worth Individuals & Families
Bachelor of Science, Accounting Hofstra University