Marc has over twenty-five years of experience as a tax and estate planning attorney. Prior to co-founding Quintile Wealth Management, Marc was a Client Service Director in myCFO's Estate and Trust Services group, and was in charge of the Estate Planning Services group in Southern California. Before that, Marc was a co-founder and the Managing Partner of Cohen, Primiani & Foster, a boutique tax planning law firm in Los Angeles with a particular focus on complex high net worth individuals and families. Marc has developed and frequently lectured on multi-generational strategies that integrate the disciplines of tax, estate, asset protection and investment strategies to further family goals, wealth transfer and higher after-tax returns on assets. Most recently, Marc participated in a panel discussion of family office structures and strategies at the Milken Institute's 2005 Global Conference in Los Angeles. Marc is an attorney with an advanced tax degree from New York University and a member of the California Bar Association. |