Crestbridge Family Office Services has announced the appointment of Mark Beer as its newest Director.
Mark (pictured), who joins from RBC Services, will lead a team of client-facing professionals dedicated to meeting the multi-jurisdictional needs of UHNW families. He will also oversee the administration and management of complex offshore trust and company structures.
With over 20 years’ experience in the finance industry, Mark has extensive expertise in the wealth management and estate requirements of UHNW families across a breadth of jurisdictions. He specialises in working alongside prominent North American families, providing the management of various asset classes, including investment portfolios, trading companies, private equity investments, commercial and residential real estate, and artwork.
Mark holds the ICSA Certificate and Diploma in Offshore Finance and Administration and is a fellow of Association of Chartered Certified Accountants (FCCA).
Heather Tibbo, CEO of Crestbridge Family Office Services, said: “We are delighted to welcome Mark into the firm at what is an exciting time for us. His skills and background will enable us to further enhance and refine the service we provide to our clients, and we are pleased to have attracted a director of his calibre.”
