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Mark Donohue _Managing Director at Morgan Stanley, Private Wealth Management & Founder/Head of The Donohue Group.

Mark Donohue

Singular focus on client’s success, and achieving their personal and family goals thru customized wealth management strategies, execution and performance.

Leading Private Wealth Advisor at Morgan Stanley PWM; #1 in Florida, Top 5 in NYC; Chairman’s Club; industry recognized as Top 100* by Forbes, Barons, Financial Times; Founder of The Donohue Group in NYC & Fla; co-founder/partner of Florida focused 5 Star Advisors; New York—> Palm Peach Resident; husband/father of twin sons.

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Commitment To Our Clients

“Private Wealth Management combines the vast resources of a global financial services firm with the individualized services of an investment boutique to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and their philanthropic enterprises. Our goal is to preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come."

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Our Overall Capabilities

  • Financial Planning
  • Investment Management
  • Tax, Trust and Estate Planning
  • Family Governance and Dynamics
  • Lifestyle Advisory
  • Banking and Lending
  • Global Expertise – Local teams in NY and FL

Our Florida Specific Capabilities

  • Zero Tax Strategies & Florida Support
  • Fl. Personal Financial Planning & Execution
  • Fl. Financial Business Guidance
  • Fl. Estate & Generational Planning
  • Fl. Philanthropic Guidance
  • Fl. Lifestyle Planning in tandem with 5 Star partners/experts

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