Mark Menard

Executive summary

Mark is a Tax Services partner 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.

Mark has over 15 years of combined public and private accounting experience. Prior to joining Grant Thornton, Mark was a Vice President 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.

Professional qualifications and memberships

• CPA - New York, New Jersey and Pennsylvania
• Member - American Institute of Certified Public Accountants
   

Education

• Mark received a Bachelors of Science in Accounting from the University of Connecticut.