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Mark Reinstein Innovative Family Office

Mark Reinstein

Investment Advisor

Mark is an Investment Manager at Innovative Family Office. Before Innovative he founded Innovative Investment Management working hand-in-hand with high-net-worth families to create customized portfolios.

Prior to Innovative Investment Management, he was President of Sandlapper Wealth Management, guiding the company in managing investments and finances for high-net-worth clients. He began his career as a stockbroker at Bear Stearns and soon transitioned to Financial Advisor at several firms including Paine Weber and American Frontier Financial Corporation.

With more than 30 years of experience helping clients build and maintain their wealth, he specializes in working with high-net-worth families and individuals.

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General Disclosures

  • Innovative Family Office LLC is registered with the SEC. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
  • Information presented is believed to be current. All expressions of opinion reflect the judgment of the author on the date of publication and are subject to change. It should not be viewed as personalized investment advice. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal, estate planning, or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
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  • All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There are no assurances that a client’s portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.
  • Insurance product guarantees are subject to the claims-paying ability of the issuing insurance company.