Mark A. Weber

Consultant

Mark A. Weber has more than 30 years of experience as a recognized financial consultant to business owners and executives. He is widely recognized for his work in business transition planning and estate planning and has spoken on financial and estate planning topics for legal, financial services, and planned giving associations. He has authored the book The Legacy Spectrum, a workbook to help donors determine their charitable legacy, and numerous articles on topics dealing with sophisticated uses of life insurance in estate and business succession planning. In conjunction with the Omaha Community Foundation, Mark started the Omaha Chartered Advisor in Philanthropy Study Group Program. He also helped start the foundation’s Professional Advisors Committee and served on its board. He earned his J.D. from Creighton University, Masters in Financial Services from The American College, and B.A. in Psychology from Creighton University.

Contributions

Community Foundation Spark Session: Working With Enterprising Families

Posted on November 15, 2018 by Laily Pirbhai, Mark A. Weber, Morgan Bishop Fraser, Tony Macklin

A family business’s philanthropy has many goals. Family legacy and values, family and business reputation, employee retention, development of successors and younger generations, and tax-wise planning are just a few. The family often involves multiple advisors, formal and informal, in achieving those goals. How can a community foundation be a more effective partner to the multi-generation family, their business, and… Read More

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