Mark Germain has over twenty-five years of experience giving financial advice to individuals and companies. His career highlights started with the "Big Eight" accounting firm of Touche Ross and Company, (Deloitte and Touche, currently). As a Management Consultant, Mark was considered an experienced professional in Municipal Bond Finance and counseled clients including the Commonwealth of Massachusetts, The Fallon Clinic, Haverhill Hospital, The Easter Seal Association and many other corporate clients. As a financial adviser, Mark has built strategies for over 45 public corporation executives, educated professionals on all facets of asset and wealth management; as well as implementing strategies to help increase wealth, reduce taxes, provide assurance to families, and increase family wealth. Mark worked as a senior officer in two High Tech start-up companies with responsibility including World Wide Field Operations and Chief Financial Officer status. For more than 17 of the last 25 years he has provided financial guidance on investments, estate planning, insurance protection and ad hoc financial advice.

Mark has helped families reduce transfer tax, assure succession and meet investment targets through personalized financial advise, counsel and implementation. His experience includes forming family limited partnerships, assisting in professional family offices, tax and expense management, design development and implementation of investment policies.

A relentless tactician, Mark meets with his clients to determine strategy changes, liquidation potential, cash flow requirements, and tax strategy implementation.

Mark stresses to all clients that investment is a slow yet steady art that requires a written policy and adherence to guidelines. If not working you can find him on the ski slope with his wife and son.


All Content � Ortho Funding Group. Terms Of Use