Mark Beer

As a Director and Jersey regulated trustee board member, I leverage my FCCA credentials and my trust management expertise to provide high-quality fiduciary services to ultra high-net-worth clients and their family offices. With over 20 years of experience in the wealth management industry, I have a proven track record of building and maintaining strong client relationships, delivering tailored solutions, and ensuring compliance with regulatory and ethical standards. I also have extensive experience in managing and developing a team of fiduciary professionals, as well as collaborating with other business units and external partners to enhance the client experience and the fiduciary offering. My core competencies include trust administration, estate planning, tax, risk management, and family office services. I am passionate about helping clients achieve their financial and personal goals, while adhering to the highest standards of fiduciary excellence. I am also committed to continuous learning and professional development, as well as supporting the mission and culture of the business.