Mark Beer
Client Director
Location
Jersey
Jersey
As a director of the corporate trustee entities, Mark specialises in multi jurisdictional wealth management for ultra high net worth families, with a focus on clients based in the US, Canada, Latin America, Europe and the UAE.
He leads a team of client facing professionals and oversees the administration of complex offshore trust and company structures. He provides the management of multiple asset classes, including investment portfolios, trading companies, private equity, commercial and residential real estate, and fine art.
Mark combines technical expertise in cross-border wealth planning, trust and company administration, and PFIC-aware investing with strong relationship management to deliver robust strategic planning for international UHNW clients.
With 25 years in finance, he holds the ICSA Certificate and Diploma in Offshore Finance and Administration and is a Fellow of the Association of Chartered Certified Accountants (FCCA).