Mark A Weber

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
MARK'S BOOKSHELF

If you would like to learn more about legacy planning, here are some of Mark’s favorite books.

 

Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values

by Roy Williams & Vic Preisser, Robert Reed Publishers, 2010

 

The Right Side of The Table: Where Do You Sit in the Minds of the Affluent?

by Scott and Todd Fithian, The Legacy Companies, 2007

Wealth in Families

by Charles W. Collier, Harvard, 2nd edition, 2006

TrustWorthy: New Angles on Trusts from Beneficiaries and Trustees

by Hartley Goldstone and Kathy Wiseman, Trustscape LLC, 2012

Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators

by Hartley Goldstone, James E. Hughes, Jr and Keith Whitaker, Wiley, 2015

The Cycle of the Gift: Family Wealth and Wisdom

by James E. Hughes, Jr, Susan E. Massenzio and Keith Whitaker, Bloomberg Press, 2012

Complete Family Wealth

by James E. Hughes, Jr, Susan E. Massenzio and Keith Whitaker, Bloomberg Press, 2017

Entrusted: Building a Legacy That Lasts

by David R. York and Andrew L. Howell, YH Publishing, LLC, 2015

Riveted: 44 Values That Change the World

David R. York and Andrew L. Howell, Redwood Publishing, LLC, 2018

Silver Spoon Kids: How Successful Parents Raise Responsible Children,

by Eileen Gallo, PhD and Jon J. Gallo, McGraw-Hill Education, 2002

Strangers In Paradise: How Families Adapt to Wealth Across Generations

by James Grubman, Ph.D., FamilyWealth Consulting, 2013

TESTIMONIALS FOR A SPECTRUM OF LEGACIES
Mark Weber has a passion for making the world a better place with a guidebook for helping people think about their values, their families, their money, and the legacy they want to leave behind. His passion borders on a ministry to help counsel people about the wealth they have and how to manage it responsibly and effectively to meet personal objectives and values, and tackle difficult questions like, ‘How much is enough?’ and how to think about advisors, family meetings, education, and charitable giving as part of one’s legacy. And he does so in a remarkably practical way that is not theoretical and esoteric, like so many books are, but with actionable, down-to-earth, and easy-to-understand-and-implement ideas and guidance.
Ronald N. Quinn
Executive Vice President
Tenaska Energy, Inc.