Matthew F. Marek

Professional Trustee

Matt is a member of the firm’s Estate Planning Practice Team and a Certified Trust and Fiduciary Advisor (CTFA). He has more than 13 years of experience in high-net-worth client administration and over five years working with ultra-high-net-worth families. His work includes fiduciary administration, estate planning, and the development of multi-generational wealth plans.

He also has experience in consolidated financial reporting, cash flow modeling, private equity administration, and managing private foundations. He regularly works with clients on trust structures, governance, and long-term planning.

Certifications

Certified Trust and Fiduciary Advisor