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Mark Blumenthal  

Chairman

Mark Blumenthal is the Chairman of Family Office Services group and Senior Real Estate and Private Equity/Venture Capital Tax Partner with a leading CPA/Consulting firm. He serves as a strategic advisor to affluent families, family offices, mature private businesses and private equity/venture capital funds.Mark advises clients on buying, selling and investing in private companies and real estate; the formation of family and investment limited partnerships, family offices and private foundations; and income tax, transaction and wealth transfer planning. Often this involves working closely with the clients themselves as well as any outside advisors, in order to create an integrated, real-world strategy to coordinate all the financial, family and business goals, while maximizing tax savings. In addition to his real estate expertise and broad MA industry experiences, Mark has a national reputation for his unique family office practice. Mark has been on the speaker faculty for the Family Succession Planning Institute, the Family Office Exchange, the Family Office Forum, the Family Office Management, IRR’s Mastering Tax and Estate Planning, the Illinois Institute for Continuing Legal Education, the Center for Professional Education and others. 

He has written articles for numerous publications, including the Illinois Institute for Continuing Legal Education, The Tax Advisor, Taxation for Accountants, the Journal of Property Management, The Real Estate Securities Journal, The Journal of Real Estate Development, Taxation for Lawyers, Real Estate Forum and The New York State Bar Association Partnership Handbook. Mark’s most recent article entitled “Extreme Makeover” appeared in Worth (January 2006) discussing the need for family offices to embrace best-in-class management and organizational standards. He has also been quoted in Bloomberg Wealth Manager, the Chicago Tribune, Wealth Manager, the Los Angeles Times, The Philadelphia Inquirer, the Washington City Paper and Accounting Today. Mark received both his B.S. and M.B.A. degrees from the University of Illinois. He is a member of the Chicago Estate Planning Council, The Illinois Venture Capital Association, the JUF Professional Advisory Committee, the American Institute of Certified Public Accountants and the Illinois CPA Society. 

From Deloitte & Touche, Mark merged his practice with Blackman Kallick in 2004, bringing his entire senior management team. TOPICS: • The Birth of The Family Office • Exposing the Psychological Dilemma of Zero Tax Strategies • Understanding the Psychology of Taxes on Investor Behavior • Tax Strategies That Can Supercharge Investment Returns • Reducing Fraud and Other Risks in the Family Office Through Effective Internal Controls • Implementing Tax Strategies to Maximize Investment Returns • Closing the Family Office Barn Door—Discovering Internal Controls! • Mastering Tax Law Changes to Improve After-Tax Investment Returns • Highlights of The American Jobs Creation Act of 2004

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