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Tel: 441-405-9880
Allan Wiekenkamp, CPA, CA TEP CFP
CFO/COO
Allan has over 20 years of experience in public accounting with the last 15 spent in the offshore trust and investment industry. During this time he has developed extensive experience in tailored wealth reporting for complex family structures and the investment products common to the private clients industry. Allan has worked closely with UHNW clients, trustees, settlors, beneficiaries and their advisors, coordinating information flow and chairing regular meetings to present financial results.

Allan was previously the Managing Director (and founder) of FORS (Family Office Reporting Services), a provider of accounting and investment reporting services to ultra high net worth individuals, family offices and trust companies throughout the world. He received his management training with Ernst & Young Bermuda, spending 5 years with their Private Client Services team before staring FORS.

Allan is also a member of the Canadian Institute of Chartered Accountants, The Bermuda Institute of Chartered Accountants and Society of Trust and Estate Practitioners (STEP).