Marc Minker
Private Client Services Leader & Seasoned Professional Providing Family Offices and High Net Worth Clientele across U.S.
- Role
- Managing Director and National Practice Leader at CBIZ
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
About Marc Minker
Personal financial management with key focus on financial and estate planning, and personal business management. Assisting clients with all facets of managing their personal financial lives, wealth and taxes. Over 30 years of professional experience working with executives, entertainers, professional athletes, high wealth individuals and their families. Sub-specialities in the areas of:* entertainers and athletes,* entrepreneurs & closely held business owners,* estate planning and wealth transfer,* matrimony/divorce planning. I am a CPA and hold several professional credentials including the CPA/PFS (Personal Financial Specialist) designation.Specialties: Personal Financial Planning; Family Offices; Personal Business Management; Divorce and Matrimonial Financial & Tax Planning; Income Tax Planning; Estate and Wealth Transfer; Business Advisory
Experience
Managing Director and National Practice Leader
Mar 2003 — Present · New York, NY, US
Personal business manager assisting clients with all aspects of managing their personal lives, finances and taxes. I have over 25 years of professional experience working with high wealth individuals and families. Sub-specialities in the areas of closely held business owners, wealth transfer and matrimony/divorce planning. I am a CPA and hold several professional credentials including the CPA/PFS (Personal Financial Specialist) and CFF (Certified in Financial Forensics) designations.
Education
State University of New York at Oswego
BS, Accounting & Economics
1981 — 1985
Baruch College
MS Taxation, Taxation
1986 — 1989
Skills
- Personal Finance
- Corporate Tax
- Financial Reporting
- Tax Preparation
- Sec Filings
- Business Valuation
- Mergers & Acquisitions
- Financial Services
- Entrepreneurship
- Finance
- Private Equity
- Consulting
- Due Diligence
- Forensic Accounting
- International Tax
- Valuation
- Cpa
- Internal Controls
- Trusts
- Family Office
- Estate Planning
- Personal Financial Planning
- Financial Modeling
- Tax Returns
- Leadership
- Strategic Financial Planning
- Auditing
- Investments
- Wealth Management
- Accounting
- High Net Worth Individuals
- Restructuring
- Family Office Services
- Tax
- Financial Analysis
- Private Client and Business Management
- Retirement Planning
- Financial Advisory
- Wealth
- Asset Management
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