Mark McAdams

With over 3 decades of experience working with closely held business owners, shareholders and partners of mid-sized companies, and family offices, Mark has assisted in legal, financial, and investment planning. His personal work experience includes being a business owner himself and an attorney. In 2001, Mark decided to move out of full-time legal practice to focus on proactive client planning and financial services.

Currently Mark oversees Waterloo's Family Office Services division. His expertise in all areas of wealth management — specifically business, tax, estate, and transition planning — helps families manage, maintain, and grow their wealth across multiple generations. In addition to this role, Mark is co-founder of Ironclad Strategies (powered by Waterloo), a multi-family office.

Mark is a graduate of Stanford University and the University of Texas School of Law. He speaks regularly, connecting with audiences on topics of benefits, business transfer/transition strategies, protection planning, and financial independence.