Mark Beer
Client Director
Location
Jersey
Jersey
Mark has over 22 years’ experience in the finance industry, he has expertise in the wealth management and estate requirements of UNHNW families, across many jurisdictions.
Mark specialises in wealth management tailored specifically for families based in the US and Canada. He provides the management of various asset classes, including investment portfolios, trading companies, private equity investments, commercial and residential real estate and artwork.
In his role as Director, Mark leads a team of client-facing professionals dedicated to meeting the multi-jurisdictional needs of UHNW families. In addition, he oversees the administration and management of complex offshore trust and company structures.
Mark holds the ICSA Certificate and Diploma in Offshore Finance and Administration. He is a fellow of Association of Chartered Certified Accountants (FCCA).