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Experience

Mark is the National Leader of Plante Moran’s Family Office Services Group and the Chicago Co-Leader of our Investment Fund Practice (Private Equity, Venture Capital, and Real Estate).

Mark serves as a strategic advisor to family offices; ultra-affluent families; private equity, venture capital and real estate sponsors; and mature private businesses. He advises clients on buying, selling and investing in private businesses and real estate; the structuring of family offices and family and investment limited partnerships; private foundations; and income tax and transaction planning.

Mark has written articles for numerous publications, including The Illinois Institute for Continuing Legal Education, The Tax Advisor, Taxation for Accountants, Worth, Taxation for Lawyers, Real Estate Forum and The New York State Bar Association Partnership Handbook.

Mark has been on the speaker faculty for the Family Office Exchange (FOX), the Investment Management Consultants Association (IMCA), The Family Office Forum, Illinois Venture Capital Association (IVCA), Family Office Symposium, The Illinois Institute for Continuing Legal Education, The Chicago Bar Association, and others. He has also been quoted in The Wall Street Journal, Bloomberg Wealth Manager, The Chicago Tribune, The Los Angeles Times, Washington City Paper, Accounting Today, Crain’s Chicago, and the Family Wealth Report.

Mark received both his BS and MBA degrees from the University of Illinois. He is a member of the Chicago Estate Planning Council, Illinois Venture Capital Association, Thought Leaders Council of the Family Office Exchange, American Institute of Certified Public Accountants, and the Illinois CPA Society.

Specializes In

Additional Thoughts

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Article February 5, 2016 1 min read
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