Miami, FL – Alvarez & Marsal Taxand, LLC, a founding member of the first global organization of leading independent tax firms, has expanded its portfolio of advisory services with the addition of a Family Office Services practice to serve the needs of high-net-worth families with an enhanced level of financial management, diverse capabilities and professional experience. Leading the practice will be family office professional Marc A. DePaul, who joins the firm in Miami. 
Complementing A&M Taxand’s existing services, including transaction tax advisory, transfer pricing, federal / state / local tax advisory, compensation and benefits, real estate tax, reporting and tax restructuring, Family Office Services is designed to provide strategic oversight across all financial activities and to align the counsel of all professional advisors with client objectives. Senior professionals guide clients through complex issues to help them meet financial goals and provide an array of tailored services, including providing a clear picture of the clients overall financial landscape; overseeing the consolidation of financial reporting, accounting, expense management and bill payment processes; managing client liquidity; and functioning as an authorized representative for client businesses, among others.
“The constantly evolving financial marketplace continues to introduce new complexities – requiring a highly sophisticated level of understanding that goes beyond that of a traditional financial adviser,” said Ernesto R. Perez, Florida Managing Partner at A&M Taxand. “Our integrated approach to Family Office Services is especially useful for domestic and international clients whose wealth management activities involve multiple and complex entities, such as family partnerships, trusts, family businesses and foundations. Marc brings a proven track record in family affairs management and his background and credentials will be invaluable as we continue to grow this distinct offering.”  
Over the course of his career, Mr. DePaul has been involved in all aspects of family office services, including providing family members with the information they need to make informed decisions, client management, and the coordination of outside professional advisors, such as investment professionals, attorneys and accountants. Before joining A&M, he was a Director for Greenpoint Advisors, a boutique multifamily office in Miami Beach, where his responsibilities included oversight and leadership of the firm’s international family office practice.  Before that, he was with Tiedemann Wealth Management, a wealth management firm serving high-net-worth families, where he provided a breadth of family office services.
Earlier in his career, he was a financial analyst with J.P. Morgan Chase and Co. He also spent nine years with MBNA America Bank N.A. as a business analyst for U.S. card operations. Mr. DePaul is a Sigma Beta Delta graduate from the H. Wayne Huizenga School of Business and Entrepreneurship at Nova Southeastern University, where he earned his master’s of business administration. He earned a bachelor of science in business with a concentration in finance management from Goldey Beacom College.
Mr. DePaul is a member of the Association for Corporate Growth South Florida, The Society of Trust and Estate Practitioners (STEP), the East Coast Estate Planning Council, and the Palm Beach County Estate Planning Council. He also serves on several local boards in the Palm Beach area, where he resides.
 
About Alvarez & Marsal Taxand
Alvarez & Marsal Taxand, LLC, an affiliate of Alvarez & Marsal (A&M), a leading global professional services firm, is an independent tax group made up of experienced tax professionals dedicated to providing customized tax advice to clients and investors across a broad range of industries. Its professionals extend A&M’s commitment to offering clients a choice in advisors who are free from audit-based conflicts of interest, and bring an unyielding commitment to delivering responsive client service. A&M Taxand has offices in major metropolitan markets throughout the U.S., and serves the U.K. from its base in London.
Alvarez & Marsal Taxand is a founder of Taxand, the world’s largest independent tax organization, which provides high quality, integrated tax advice worldwide. Taxand professionals, including almost 400 partners and more than 2,000 advisors in nearly 50 countries, grasp both the fine points of tax and the broader strategic implications, helping you mitigate risk, manage your tax burden and drive the performance of your business.
To learn more, visit www.alvarezandmarsal.com or www.taxand.com.
Follow A&M on LinkedIn, Facebook and Twitter.

Sub Title: 
Family Office Professional Marc A. DePaul Joins Firm To Lead Team
News Date: 
Monday, January 7, 2013

Alvarez & Marsal Taxand Adds Family Office Services to Advisory Portfolio

January 07, 2013

Family Office Professional Marc A. DePaul Joins Firm To Lead Team

Miami, FL – Alvarez & Marsal Taxand, LLC, a founding member of the first global organization of leading independent tax firms, has expanded its portfolio of advisory services with the addition of a Family Office Services practice to serve the needs of high-net-worth families with an enhanced level of financial management, diverse capabilities and professional experience. Leading the practice will be family office professional Marc A. DePaul, who joins the firm in Miami. 

Complementing A&M Taxand’s existing services, including transaction tax advisory, transfer pricing, federal / state / local tax advisory, compensation and benefits, real estate tax, reporting and tax restructuring, Family Office Services is designed to provide strategic oversight across all financial activities and to align the counsel of all professional advisors with client objectives. Senior professionals guide clients through complex issues to help them meet financial goals and provide an array of tailored services, including providing a clear picture of the clients overall financial landscape; overseeing the consolidation of financial reporting, accounting, expense management and bill payment processes; managing client liquidity; and functioning as an authorized representative for client businesses, among others.

“The constantly evolving financial marketplace continues to introduce new complexities – requiring a highly sophisticated level of understanding that goes beyond that of a traditional financial adviser,” said Ernesto R. Perez, Florida Managing Partner at A&M Taxand. “Our integrated approach to Family Office Services is especially useful for domestic and international clients whose wealth management activities involve multiple and complex entities, such as family partnerships, trusts, family businesses and foundations. Marc brings a proven track record in family affairs management and his background and credentials will be invaluable as we continue to grow this distinct offering.”  

Over the course of his career, Mr. DePaul has been involved in all aspects of family office services, including providing family members with the information they need to make informed decisions, client management, and the coordination of outside professional advisors, such as investment professionals, attorneys and accountants. Before joining A&M, he was a Director for Greenpoint Advisors, a boutique multifamily office in Miami Beach, where his responsibilities included oversight and leadership of the firm’s international family office practice.  Before that, he was with Tiedemann Wealth Management, a wealth management firm serving high-net-worth families, where he provided a breadth of family office services.

Earlier in his career, he was a financial analyst with J.P. Morgan Chase and Co. He also spent nine years with MBNA America Bank N.A. as a business analyst for U.S. card operations. Mr. DePaul is a Sigma Beta Delta graduate from the H. Wayne Huizenga School of Business and Entrepreneurship at Nova Southeastern University, where he earned his master’s of business administration. He earned a bachelor of science in business with a concentration in finance management from Goldey Beacom College.

Mr. DePaul is a member of the Association for Corporate Growth South Florida, The Society of Trust and Estate Practitioners (STEP), the East Coast Estate Planning Council, and the Palm Beach County Estate Planning Council. He also serves on several local boards in the Palm Beach area, where he resides.

 

About Alvarez & Marsal Taxand

Alvarez & Marsal Taxand, LLC, an affiliate of Alvarez & Marsal (A&M), a leading global professional services firm, is an independent tax group made up of experienced tax professionals dedicated to providing customized tax advice to clients and investors across a broad range of industries. Its professionals extend A&M’s commitment to offering clients a choice in advisors who are free from audit-based conflicts of interest, and bring an unyielding commitment to delivering responsive client service. A&M Taxand has offices in major metropolitan markets throughout the U.S., and serves the U.K. from its base in London.

Alvarez & Marsal Taxand is a founder of Taxand, the world’s largest independent tax organization, which provides high quality, integrated tax advice worldwide. Taxand professionals, including almost 400 partners and more than 2,000 advisors in nearly 50 countries, grasp both the fine points of tax and the broader strategic implications, helping you mitigate risk, manage your tax burden and drive the performance of your business.

To learn more, visit www.alvarezandmarsal.com or www.taxand.com.

Follow A&M on LinkedIn, Facebook and Twitter.