Danziger & Markhoff

What Danziger & Markhoff does

Danziger & Markhoff LLP is a New York-based law and actuarial firm founded in 1960 by Joel Danziger, with Harris Markhoff joining as co-founding partner in 1967. The firm operates from two offices in the New York metropolitan area — White Plains (Westchester County) and Melville (Long Island) — and maintains a staff of approximately 50, including 12 attorneys and a roster of enrolled actuaries, plan administrators, and support personnel. Its distinguishing feature is the integration of attorneys and actuaries under one roof, described as unique in the regional market, which enables multi-disciplinary resolution of retirement plan, tax, and estate planning matters.

The firm offers ten core practice areas spanning pensions and employee benefits, third-party retirement plan administration, trusts and estates, estate administration, healthcare law and professional practices, general corporate work, tax planning and controversies, ESOPs, GASB #75 compliance, and real estate. It serves four primary customer segments: closely held and family-owned businesses (its largest segment), high-net-worth individuals and families, healthcare professionals (physicians and dentists), and a national base of more than 150 public sector employers for GASB #75 post-retirement benefit accounting services.

Revenue is generated through fee-for-service professional engagements billed hourly or on a fixed-fee basis, with no disclosed public pricing. The firm grows primarily through referrals from CPAs, financial planners, and existing clients, supplemented by an active thought-leadership program of client alerts, webinars (scheduled through 2026), speaking engagements at professional associations, and articles in publications including the NY State Bar Association Journal and Bloomberg BNA Tax Management Memorandum. The firm is privately held as a Limited Liability Partnership with no external institutional ownership.

Name

Danziger & Markhoff

Legal name

Danziger & Markhoff LLP

Website

https://danzigermarkhoff.com

Company type

Private

Founded year

1960

Operating status

Operating

Headcount range

11–50 employees

Short description

Danziger & Markhoff LLP is a privately held New York law and actuarial firm, founded in 1960, integrating attorneys and actuaries under one roof to serve closely held businesses, high-net-worth families, healthcare professionals, and public sector employers with retirement plan, tax, estate, and corporate legal services.

Ownership category

akta.pro rank

Headquarters

HQ city

White Plains

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Legal and Actuarial Professional Services: Fee-for-service professional services including legal counsel (attorney hours) and actuarial consulting. Revenue derived from hourly billing or fixed-fee arrangements for legal advice on pension law, estate planning, corporate transactions, healthcare law, and tax planning, as well as actuarial services for retirement plan design, administration, and GASB compliance.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Danziger & Markhoff LLP is an integrated law and actuarial firm that delivers combined legal counsel and actuarial services under one roof. The firm provides practice areas across Pensions & Employee Benefits, Retirement Plan Administration (TPA), Trusts & Estates, Estate Administration, Healthcare Law & Professional Practices, General Corporate, Tax Planning & Tax Controversies, ESOPs, GASB #75 compliance, and Real Estate. Its differentiator is the co-location of attorneys and enrolled actuaries, enabling multidisciplinary solutions for closely held businesses, professional practices, high net worth individuals, and public sector employers.

Product overview

Danziger & Markhoff LLP is a law and actuarial firm offering integrated professional services under one roof. The core offering combines legal counsel (pensions, corporate law, trusts & estates, healthcare law, real estate) with actuarial services (retirement plan administration, GASB compliance). Key products include: Pensions & Employee Benefits Practice for retirement plan design and tax optimization; Retirement Plan Administration (Third Party Administration) for ongoing compliance and administration; Trusts & Estates and Estate Administration for succession and wealth transfer; Healthcare Law & Professional Practices for medical practice legal needs; General Corporate Practice for business transactions; Tax Planning & Tax Controversies for income tax advisory; ESOPs for business succession; GASB #75 Services for government accounting compliance; and Real Estate Practice for property transactions. The integrated attorneys-and-actuaries model enables multidisciplinary solutions unavailable at most other firms.

Differentiator

Problem solved

Functional benefit

Products and services

• Pensions & Employee Benefits Practice Advisory services for retirement plan design, tax optimization, and compliance for business owners, including defined benefit, defined contribution, 401(k), and executive compensation arrangements.
• Retirement Plan Administration (Third Party Administration) Full-service administration of retirement plans including annual contribution calculations, nondiscrimination testing, loan/distribution processing, and IRS/DOL filings.
• Trusts & Estates Estate planning services including wills, trusts, asset protection strategies, succession planning, and charitable giving coordination.
• Estate Administration Guidance through estate administration including Surrogate's Court proceedings, estate tax returns, fiduciary accounting, and asset transfer to beneficiaries.
• Healthcare Law & Professional Practices Legal counsel for healthcare professionals including practice formation, acquisitions, employment contracts, regulatory compliance, and ambulatory surgery centers.
• General Corporate Practice Corporate legal services including business formation, joint ventures, mergers and acquisitions, and executive compensation structuring.
• Tax Planning & Tax Controversies Federal and state income tax advisory for business transactions, estate planning, employee benefits, real estate, and tax-exempt organizations.
• ESOPs (Employee Stock Ownership Plans) Creation and administration of ESOPs for business succession, including tax-deferred exit strategies, fiduciary representation, and trustee services.
• GASB #75 Compliance Services Actuarial valuation and reporting services for post-retirement health benefits required under Governmental Accounting Standards Board Statement No. 75 for public sector employers.
• Real Estate Practice Real estate transaction representation including acquisitions, sales, leasing, financing, and construction contracts, with expertise in healthcare facility locations.

Quantifiable outcome

• Over 150 public sector employers served with GASB #75 compliance
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Krass, Snow & Schmutter, P.C. Former employee benefits boutique where D&M's Steven Schmutter led the Employee Benefits Department. Directly comparable to D&M's ERISA/pension practice in client focus (qualified plans, business owners) and niche specialization.
• The Wagner Law Group: Boston-based ERISA and employee benefits boutique law firm focused on qualified retirement plans, ESOPs, and executive compensation. Comparable to D&M's pensions, employee benefits, and ESOP practices in client type (closely held businesses) and service model.
• Buchbinder Tunick & Company: Mid-sized New York–based accounting and actuarial firm providing audit, tax, and actuarial consulting to retirement plans, ESOPs, and not-for-profits. Highly comparable to Danziger & Markhoff in client overlap (closely held businesses, retirement plans) and in being a multi-disciplinary NY metro firm.
• Cheiron: Independent actuarial consulting firm with a strong retirement plan practice serving corporate, public-sector, and multiemployer clients. Comparable to D&M on actuarial valuation, GASB compliance, and retirement plan administration.
• McHenry Advisers, Inc. Actuarial consulting firm specializing in cash balance, defined benefit, and 401(k) plan design for small and mid-sized businesses — direct competitor to D&M's retirement plan administration and actuarial practice (multiple D&M actuaries were previously at McHenry).
• Pentec, Inc. Retirement plan consulting firm specializing in defined benefit and cash balance plan design for small/mid-sized businesses. Previous employer of two D&M Directors (Peter Opitz and Daniel DeGeorgia), indicating direct service-line and client overlap with D&M's TPA and actuarial practice.

Broad incumbents

• Mercer: Global consulting firm with a major retirement and actuarial practice serving corporate and public-sector clients. A previous employer of D&M's Senior Actuary; comparable on retirement plan design, GASB compliance, and executive compensation work.
• White & Case LLP: Global law firm with deep employee benefits and executive compensation practice. A previous employer of D&M partner Mark Hamilton; serves as a broad incumbent competitor for high-end retirement and executive compensation matters.
• Milliman: Global actuarial and consulting firm with deep retirement plan, pension administration, and GASB compliance practices. A previous employer of D&M's Director of New Business Development; competes with D&M on TPA, actuarial, and ESOP-adjacent engagements at a much larger scale.

Emerging players

• October Three Consulting: Actuarial and retirement plan consulting firm focused on small and mid-sized business retirement plans, including cash balance plans. Direct niche competitor to D&M's TPA and actuarial services with overlapping target client (closely held businesses).

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/DMarkhoff
• Facebookfacebook.com/danzigermarkhoff
• LinkedInlinkedin.com/company/danzigermarkhoff

Revenue estimate

Valuation estimate

Number of profiles

Profiles25 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Danziger & Markhoff