Mark Menard

Mark is a Tax Services principal and leads the Private Wealth Services practice in Metro NY and New England. He has extensive experience with tax and financial matters affecting high net worth individuals, trusts, and closely held businesses. His areas of expertise include income tax planning and compliance, cash flow analysis, gift and estate planning, and wealth transfer and succession planning. Mark’s primary clients consist of family offices, private equity and hedge fund principals, private and public company executives and venture capital investors.