MARK A. WEBER
Mark Weber has spent his professional career working with affluent individuals and successful business owners to help them maximize their wealth and pass it tax-efficiently to their heirs. Before founding the consulting firm of Legacy Planning Advisor, LLC, Mark was the leader of the wealth transfer department of one of the largest privately owned risk management consulting firms in the U.S. His first book The Legacy Spectrum, was published in 2017.
Weber leads the Omaha Chartered Advisor In Philanthropy® Study Group—a group he founded with the support of the Omaha Community Foundation. Since 2012, Mark has guided nearly 130 professionals in the Omaha area (attorneys, accountants, financial planners, and planned giving officers) through the graduate level coursework necessary to attain the CAP® designation.
In 2021 these advisors reported that, since completing the CAP® program, they have worked with their clients to commit a staggering $9 billion to charitable causes. With Mark’s leadership, the graduates of the Omaha CAP® Study Group program are helping their clients leave legacies that will impact their communities for years to come.
Mark holds bachelor and law degrees from Creighton University and a Master of Science in financial services degree from The American College of Financial Services. He has also earned these designations: Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Chartered Advisor in Philanthropy (CAP).
ARTICLES & PODCASTS
If you would like to learn more about legacy planning, here are some of Mark’s favorite books.
by Roy Williams & Vic Preisser, Robert Reed Publishers, 2010
by Scott and Todd Fithian, The Legacy Companies, 2007
by Charles W. Collier, Harvard, 2nd edition, 2006
by Hartley Goldstone and Kathy Wiseman, Trustscape LLC, 2012
by Hartley Goldstone, James E. Hughes, Jr and Keith Whitaker, Wiley, 2015
by James E. Hughes, Jr, Susan E. Massenzio and Keith Whitaker, Bloomberg Press, 2012
by James E. Hughes, Jr, Susan E. Massenzio and Keith Whitaker, Bloomberg Press, 2017
by David R. York and Andrew L. Howell, YH Publishing, LLC, 2015
David R. York and Andrew L. Howell, Redwood Publishing, LLC, 2018
by Eileen Gallo, PhD and Jon J. Gallo, McGraw-Hill Education, 2002
by James Grubman, Ph.D., FamilyWealth Consulting, 2013