Marty Jensen

Executive Vice President
Director of Alternative Trust Solutions & Global Family Offices

949-929-7140
[email protected]

Omaha, Nebraska

Marty has over 40 years of global business development and management experience in the financial services industry. His duties have covered a broad range of products and services dealing with multi-disciplinary, cross border, comprehensive wealth management programs. Trust Hub 360- Founder / FinTech Venture Studio- Strategy, Partnerships & Trusteeship: Global Trusted Advisor Network: Fiduciary, Governance, Legacy, Estate & Wealth Management.

Marty is building a Family Office & Trust Hub Venture Studio- a collaborative of independent fintech endeavors. Offering comprehensive global multi-disciplinary fintech platforms and fiduciary best practices via international network of cross boarder wealth management, trust, and family office services to: HNW families, Advisors, Attorneys, Fiduciaries, Trustees and multinational enterprises.

His strengths are with critical thinking, complex problem solving, assisting with creating and implementing strategic initiatives, business development, project management, product development, practice management coaching, advocating fiduciary best practices, etc.

Currently overseeing global business development activities and strategic initiatives, throughout the financial services industry. He is building out a world-class global trust protector network and multi-family virtual office platform with subject matter experts and tools dealing with multi-generational wealth, legacy, and philanthropic planning.

Current portfolio of ventures include:
• Consultant with: https://www.clocr.com/ , https://www.fractionally.co/ and https://legacystories.org/
• Global Trust Protector Services and www.trustprotectorllc.com & https://www.protrustee.com/

Former executive with EF Hutton / Morgan Stanley, Prudential-Bache / Wells Fargo Advisors, Midland Walwyn of Canada, ING Americas / Europe, Highland Capital, and Alliance Trust. Former Managing Director of several broker dealer’s Wealth Management and Investment Banking units.

He is a CLA, Certified Legacy Advisor, TEP, Trust and Estate Professional with the Society of Trust & Estate Professionals www.step.org , ATFA Accredited Trust & Fiduciary Advisor from Campbell University, AIFA, Accredited Investment Fiduciary Analyst, with www.fi360.com. He has been a pioneer in providing specializing in “Fiduciary Best Practices” & “Sustainable Stewardship” to Institutions, Family Offices and all types of Wealth, Estate and Legacy Professions Globally.

Marty is a graduate of the University of Nebraska, Lincoln, his hometown. He served as a Founding Director & past President of I.I.M.C; Institute of Investment Management Consultants Association (which has since merged with IMCA, now Investment & Wealth Institute. He has lectured on Fiduciary and Wealth Management topics to a myriad of Trade Conferences and Graduate Business Schools including Harvard, Wharton, Cornell, UCLA, and Yale.

Marty has served on the boards of several Global Non-Profit Org’s, which include: http://home.thefinancialawarenessfoundation.org Ambassador and advisory board consultant http://rainshinefound.com Educational Foundation, serving Democratic Republic of Congo, Africa. International Board of Directors with Development and Stewardship responsibilities. https://naminorthernnevada.org National Alliance of Mental Illness Northern Nevada Chapter, Former BOD, Director of Philanthropy and Corporate Sponsorships for NAMI Northern Nevada.