Trust and Family Office

Services for Affluent Individuals and Families

Every family office, like every family, is different…and has unique values, interests and needs.

For many families, the cost, time and administrative expertise needed to create and provide proper supervision, capital and leadership over the day-to-day management of the family’s personal and financial affairs, as well as the longer-term plans for inter-generational wealth transfer, can be daunting.

For this reason, a family will often engage the services a multi-family office manager to maximise the efficiency and effectiveness of their family office. A multi-family office manager enables cost sharing, continuity and provides a framework for oversight and leadership to support the team of professionals providing services to the family.

Clarien provides a comprehensive range of services, leveraging our internal capabilities and external partners, to help family offices achieve their goals.

You manage your business, and let us manage the rest.

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Jennifer Hanson, CPA,CA,TEP | SVP, Head of Trust and Family Office

Jennifer joined Clarien in October 2020, as Senior Vice President, Head of Trust and Family office. As Head of Trust and Family Office, Jennifer plays an integral role in the strategic development of Clarien Wealth Management with a focus on ultra-high net worth and Family Office clients under the direction of the Chief Wealth Management Officer.

Prior to joining Clarien, Jennifer was Chief Financial and Administration Officer for a Private Company in Bermuda. Previously, she held the post of Senior Manager at Arthur Morris and Company Limited specializing in providing accounting, fiduciary, compliance and corporate services to a broad range of clients, including trusts and investment companies. Jennifer moved from Canada to Bermuda in 1998 with Deloitte progressing to the position of Senior Manager and taking a lead role on many of the offices trust, corporate and accounting services clients.

Jennifer has been involved in Bermuda’s trust industry for over 20 years. In all her prior roles, Jennifer has worked closely with ultra-high net worth clients and their financial, tax and legal advisors as well as with bankers and investment advisors.

Jennifer is a Chartered Professional Accountant from Canada (CPA, CA) along with a Trust Estate Practitioner (TEP). She holds a Bachelors degree in Accounting with Great Distinction from University of Saskatchewan in Canada. She is also a member of the Institute of Directors.

Bruce Jackson, CFA, HBA | EVP, Chief Wealth Management Officer

Bruce Jackson joined Clarien Bank in June 2019 in the role of Chief Wealth Management Officer, responsible for Private Banking, Trust and Clarien Investment Management. He holds an Honors Bachelor degree in Business Administration from the Richard Ivey School of Business at the University of Western Ontario (HBA). He holds a Chartered Financial Analyst (CFA) designation.

Bruce began his 33-year-career as an Equity Analyst, and has always viewed research as a core competency. After fifteen years as an institutional investment banker, he formed an investment management firm to create discretionary energy portfolios for Global Family Office, high net worth, mutual fund and institutional clients. Throughout his career, Bruce has advised pension, union, First Nation, corporate, government and not-for-profit clients, and led a global Fintech company in the asset management industry.