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Mark Prowell specializes in working with very high net worth families – some of whom are on the Forbes list of the nation’s largest private businesses.
With more nearly 25 years of wealth management experience, Mark focuses on helping family businesses create plans for the transfer of business ownership, family inheritance, and charitable giving. He helps families and their advisors maximize the estate planning opportunities available today to accomplish long range objectives through lifetime planning strategies.
Mark earned his Master of Science in Financial Services and the designation of Accredited Estate Planner from the American College in Bryn Mawr, Pa., and the designation of Accredited Investment Fiduciary through the Joseph M. Katz Graduate School of Business, University of Pittsburgh. He serves on the boards of directors of local charities and Commonwealth Trust Company in Wilmington, Delaware. |
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"Our Goal is to deliver enough value so our clients view our
relationship as an investment, not a cost."
-Mark Prowell
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