Based in Pompano Beach, Florida, financial professional Mark Lezanic meets the needs of high-net-worth clients. Focused on non-traditional asset classes, he oversees diversified allocation strategies for private wealth management clients, including real estate, private equity, and hedge funds. Mark Lezanic has in-depth knowledge of income tax strategies related to tax-loss harvesting and capital gains, and helps expatriates and cross-border clients navigate international taxation matters.
Mr. Lezanic’s services include customized lending, such as mortgages, financing for jets and yachts, and advisory on art and collectibles. He also coordinates with clients on estate and gift tax planning strategy. He has facilitated the creation of foundations and donor-advised funds for charitable giving and communicates closely on probate avoidance strategies.
Mark Lezanic has an extensive background coaching basketball, having served as assistant coach with Loyola College and Bucknell University (the latter of which is his alma mater). He also served as assistant coach at the College of William & Mary, where he led the varsity team to its best record in school history. In addition, he guided St. Norbert CYO to The Archdiocese of Philadelphia Championship.