A progressive shift - current trends and the impact of increasing global transparency on family offices
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Director, Private Client
Mark is a director within SANNE’s Private Client business with responsibility for overseeing complex trust and fiduciary structures for global cross-border UHNW families and their family offices, with a particular focus on the UK and Americas.
He has over 17 years’ finance industry experience which has seen him gain extensive knowledge and insight into the administration of private and quoted investments, yachts, helicopters and commercial and residential property through a broad range of trusts, companies and other fiduciary structures.
Mark is a fellow of the Institute of Chartered Accountants in England and Wales (FCA), having become an Associate (ACA) in January 2004 and a member of the Society of Trust and Estate Practitioners (TEP). He was also named in Citywealth’s Future Leaders of Jersey list in 2013 and as one of the Private Client Practitioner’s Top 35 under 35 in 2012.
Mark Fleming's specialisms
Our in-depth knowledge and practical experience means we are highly adept at delivering the best solutions. We establish trusts in a number of key global jurisdictions for a wide range of clients.
Through our network of offices, and via our expert partner firms, we establish corporate vehicles in all of the major international financial centres.
A foundation can be an effective planning tool for private wealth, asset protection, charitable reasons and, in some jurisdictions, may be used for commercial purposes.
A foundation shares the characteristics of a trust, in that it does not have shareholders but instead has a founder and beneficiaries. It also has its own legal personality and the ability to enter into contracts in its own right. A foundation is run in accordance with its regulations, by a council as opposed to directors or trustees.
Partnerships are often used as co-investment vehicles to facilitate the acquisition of real estate, private equity or venture capital opportunities for small numbers of investors.