Mark has over 28 years of experience in the wealth management industry and has been recognized by the Financial Times Top Financial Advisors List, Barron's Magazine Top Advisors in the country and most recently The Forbes 2021 ,2022 & 2023 Top 50 Best-In-State Wealth Managers. He has also been recognized by the San Francisco Business Times as one of the Bay Area's Top Wealth Advisors.Mark and his team service a select number of C-Suite executives, entrepreneurs, and venture capitalists serving as vigilant risk managers and thoughtful stewards of their financial assets, with a specialty of creating tax-efficient exiting strategies for concentrated holdings. We possess a deep understanding of the wealth management challenges and opportunities our clients face and collaborate closely with them and their trusted advisors to develop a personalized strategy for preserving and transferring their wealth. Our team’s wide range of expertise includes: • Concentrated Equity Planning (Public & Private)• Asset/Liability Management • Tax Minimization Strategies• Trust and Estate Planning• Corporate Trust Services• Philanthropy and Charitable GivingMark's interest include cycling and skiing. Mark is actively involved in his community and previously served on the board of directors for the KIK Foundation and the Resort at Squaw Creek. Mark is currently an active volunteer and coach for the Marin Highlander Varsity RFC. Mark lives with his wife and three boys in Marin county.