CEO BIO

CHARITABLE GIVING

OUR PROCESS

Mark Sherman, CEO in 2024

Boston University Business Graduate School

Series 7, 65, 63 while at RBC

Currently series 65 only

Married in 2000. Wife Julie. Several kids.

Daf Yomi, Kitzur, Shomer Mitzvos

Bike4Chai since 2021

Clients around the US and Israel

OUR PROCESS

CHARITABLE GIVING

OUR PROCESS

EVERY CLIENT IS UNIQUE!

We meet in person with the family at your home. We examine all documents and catalog all assets. A spreadsheet is produced that shows ON ONE PAGE (usually for the first time) who owns what and who gets what. We will recommend a path forward that takes into account family dynamics. IF you choose we will then begin billing based on assets once they are transferred in. If you choose to part ways at any point - that's totally fine. It is always nice to meet new people.

CHARITABLE GIVING

We use Charles Schwab as custodian for client accounts. Many clients set up a donor advised fund. At year end we provide your CPA with a report.