Mark works with families of all sizes and stages, from young families just starting out to multi-millionaire clients with complex needs. For young families, Mark focuses on building strong foundations with strategies to secure their future, including estate planning, wealth protection, and ensuring financial stability for loved ones. For high-net-worth clients, Mark offers sophisticated solutions tailored to their unique challenges, such as multi-generational planning, tax-efficient wealth transfer, and business succession strategies.
For business owners, Mark provides specialized services in pre-exit planning, helping them prepare for the successful sale or transition of their business to the next generation. This includes developing strategies to maximize business value, addressing tax implications, and ensuring a seamless transfer of ownership to achieve long-term financial and personal goals. By focusing on long-term goals and sustainability, Mark helps business owners secure their legacy while achieving financial and personal objectives.
In addition, Mark supports business owners in expanding or adjusting their ownership structures, whether by bringing in new partners or key employees or navigating the complexities of removing current owners. By providing comprehensive legal and strategic advice, Mark ensures these transitions align with the business’s goals and preserve its stability and growth.
Mark prides himself on listening carefully, analyzing unique needs, and delivering tailored solutions that empower clients to make informed decisions. Mark’s practice areas include Asset Protection, Corporate Law, Estate Planning, Probate Law, Pre-Exit Planning, Business Ownership Transitions, and Family Wealth Management.
