Mark Menard has over 18 years of combined public and private accounting experience. 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.

Formerly, Mark was a VP at KKR Financial Services Company where he performed tax planning and family office services for a single-family client. Prior to that, Mark was a Senior Manager at a large public accounting firm.

Mark earned a BS in accounting from the University of Connecticut. He is a CPA licensed in New York, New Jersey and Pennsylvania. Mark is a member of the AICPA.