Crestbridge Family Office Services works with families and advisors to preserve and enhance wealth.
Our wide-ranging expertise and uncompromising service provides you with the peace of mind and confidence to live your life and enjoy its rewards.
Who we are
Creating a secure and enduring future for your family.
What makes us unique
Distinctly Different.
Independent thinking
Our independent status allows us to focus exclusively on serving the best interests of your family.
Meticulous project management
We routinely manage complex, multi-jurisdictional structures, ensuring you and your advisors are working effectively and seamlessly together.
Prepared for tomorrow
Our team is constantly thinking ahead and scenario-planning, ensuring our clients can flourish in any future.
Our values
Family Office Services. Designed around you.
Client focus
Placing the client at the heart of what we do helps us to deliver tailored, flexible solutions and a seamless service experience.
Operational excellence
To everything we do, we bring rigour and a meticulous focus on detail, ensuring successful outcomes and peace of mind for our clients.
Constantly seeking better
Each day we strive to exceed what is expected of us and are restless in our pursuit of improvement, where it can be found.
A client perspective
Our Awards
Crestbridge Fiduciary
Our joint venture with Wyoming-based fiduciary experts Willow Street was launched in early 2020 to support the increasing popularity of the US as a jurisdiction of choice for international families. Its breadth of services spans accounting and tax preparation to strategic fiduciary thought leadership.
