Mark serves as Managing Director, Head of Tax Services at Geller Advisors. Mark has over 30 years of experience advising family offices, family businesses, and family foundations. Mark leads the firm’s Tax Department, specializing in multigenerational families and their holdings, and supporting and strategizing the development of all aspects of a family’s wealth.
Prior to joining Geller Advisors, Mark was a Senior Managing Director at FTI Consulting, leading the Family Enterprise Services practice and the Private Client Tax group for their Real Estate Solutions practice. Mark provided transaction support, including sourcing and structuring of capital, and governance planning to individuals and multigenerational families, particularly those with meaningful real estate interests.
Earlier in his career, Mark was a founding partner of Relative Solutions LLC, a family enterprise consulting firm, where he developed a model for working with families of wealth who own and manage substantial assets, including operating companies, real estate, investments, and foundations. He also spent 12 years at Price Waterhouse as a Senior Tax Manager in the consumer products, entertainment and real estate practice areas where he guided significant family enterprises and Fortune 100s in creating and implementing complex tax strategies.
Mark received a Bachelor of Science in Accounting from Pennsylvania State University and is a New York State licensed Certified Public Accountant. He also studied non-matriculating coursework in Organizational Development at Teachers College, Columbia University. Mark is a member of the Family Firm Institute Board and a Chair of two global conferences, and Formed and Chaired the NYSSCPA Family Office Committee. Mark is actively involved in Philanthropic work having served and Chaired the Board of the Youth Justice Network, which supports youths 16-21 to reduce recidivism after detention and serves on the Board of the Hebrew Free Loan Society. Mark is a frequent speaker, author, and source expert on topics related to family tax planning, governance, and next generation leadership.
Contact Mark at firstname.lastname@example.org