Mark Alton

About Mark Alton

Mark has advised families of wealth and family enterprises since 1991. Very involved in the local financial community, he is the past President of the Estate Planning Council of Central New York and of the Central New York Chapter of the Society of Financial Services Professionals. He currently serves on the Executive Committee of the National Association of Estate Planners & Councils Board, a multi-disciplinary organization comprised of 29,000+ designated professionals, and 270+ Councils. He is past Chair of the NAEPC Advanced Estate Planning Strategies Conference Committee, and the Multi-Disciplinary Teaming and Professional Collaboration Committee. Mark is also the 2nd Chair Designee at the Synergy Summit, a unique organization whose delegates come from the leadership of the major legal, accounting and financial service organizations in the country, including two sections within the ABA, two sections within the American Institute of Certified Public Accountants, the National Academy of Elder Law Attorneys, the National Association of Estate Planners & Councils, the Society of Financial Service Professionals, The American Association of Attorney-Certified Public Accountants, the Partnership for Philanthropic Planning, and the Society of Trust and Estate Practitioners. The Synergy Summit is a unified think tank allowing the leaders of its constituent organizations to coordinate programs, compare notes, and offer more value to their respective members. These organizations together represent more than 200,000 lawyers, accountants, financial planners, insurance and other professionals.
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