Mark Rubin

Partner, Geller & Company and Managing Director, Head of Tax Services, Geller Tax

Mark serves as Partner and Managing Director, Head of Tax Services at Geller. He has over 30 years of experience advising family offices, family businesses, and family foundations. Mark leads Geller’s Tax division, specializing in multigenerational families and their holdings, supporting and strategizing the development of all aspects of a family’s wealth, and delivering situational value in times of transition. He takes pride in his team’s ability to be with clients, at the table, as they make strategic decisions that impact their future.

Mark brings extensive expertise structuring entities in the most tax efficient manner, including working with clients preparing a company sale as well as configuring family offices. His work also encompasses the formation of governance structures and, in board and family office development, the related search for skilled executives who are best suited to serve clients and their goals. Mark also works closely with families to develop both succession and entry-and-development plans for next-generation leaders in family-controlled organizations.

Prior to joining Geller, Mark was a Senior Managing Director at FTI Consulting, leading the Family Enterprise Services practice and the Private Client Tax group in the Real Estate Solutions practice. Mark provided transaction support, including sourcing and structuring of capital, and governance planning to individuals and multigenerational families, particularly those with meaningful real estate interests.

Earlier in his career, Mark was a founding partner of Relative Solutions LLC, a family enterprise consulting firm, where he developed a model for working with families who own and manage substantial assets, including operating companies, real estate, investments, and foundations. He also spent 12 years at Price Waterhouse as a Senior Tax Manager in the consumer products, entertainment and real estate practice areas where he guided significant family enterprises and Fortune 100s in creating and implementing complex tax strategies.

Mark served as a member of the Family Firm Institute Board and Chaired two global conferences, and led the formation and subsequently Chaired the New York State Society of CPAs Family Office Committee. Mark is actively involved in philanthropic work having served on and Chaired the Board of the Youth Justice Network, which supports youths 16-21 to reduce recidivism after detention on Rikers Island. He also serves on the Board of the Hebrew Free Loan Society. Mark is a frequent speaker, author, and source expert on topics related to family tax planning, governance, and next generation leadership. His work has been published in InvestmentNews, and STEP Journal.

Mark received a Bachelor of Science in Accounting from Pennsylvania State University and is a New York State licensed Certified Public Accountant. He also studied non-matriculating coursework in Organizational Development at Teachers College, Columbia University.