Crestbridge Family Office Services (FOS) has named Mark Beer as its newest director who will lead a team of client-facing professionals dedicated to meeting the multi-jurisdictional needs of UHNW families.
Beer (pictured), who joins from RBC Services, will also oversee the administration and management of complex offshore trust and company structures.
With over 20 years’ experience in the finance industry, he 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.
He 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.”
In recent months, Crestbridge FOS has capitalised on its reaffirmed independence and private ownership by further adding to its number, including substantially strengthening its mid-tier management.
This in turn has enabled the firm’s senior leadership to focus more on its long-term strategy and client engagement, with this latest appointment adding more strength and depth, enabling it to support clients’ ever broader, more complex, and more global interests.
