Crestbridge Family Office Services
Mark Beer is an experienced finance professional currently serving as a Director at Crestbridge Family Office Services since May 2024. Prior to this role, Mark held various positions at RBC Wealth Management from January 2015 to April 2024, including Director and Associate Director in Fiduciary Management. Mark’s career at RBC began in August 2001 as a Private Client Manager. Mark holds an FCCA designation obtained through the ACCA program from January 2007 to December 2009 and is an alumnus of De La Salle College, where studies were completed from 1994 to 2001.
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Crestbridge Family Office Services
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Crestbridge Family Office Services helps families preserve and enhance their wealth. Working with trusted advisors, intermediaries, and directly with families, we span six of the leading international finance centres, offering a comprehensive breadth of services from accounting to philanthropic structures. In an increasingly disrupted world, we bring far-sighted planning and create the enduring stability to enable clients to live their lives and pursue their passions. We consider both the family’s needs today, and the dreams of those who will carry its name into tomorrow. Crestbridge Fiduciary Limited is regulated by the Jersey Financial Services Commission.