Crestbridge Family Office Services adds further strength to its senior team

Adding to its diverse and highly accomplished team, the award-winning firm is pleased to announce the appointment of RBC Services’ Mark Beer as its newest Director. Mark 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 specialised 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.”

In recent months the firm 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 on client engagement. This newest addition to the team adds yet more strength and depth to its offer, enabling it support clients’ ever broader, more complex, and more global interest.