Helping you plan for an unwritten future
We look at the governance and the practicalities of operation from day one to ensure that the structure meets the family’s objectives. Our strength and effectiveness in this discipline is rooted in our in-depth trustee experience.
We recognise the vital importance of blending family involvement with the support and technical expertise of the Crestbridge Family Office Services team. We work with external legal advisors in relation to all the relevant trust and company documentation in respect of the private trust company (PTC). Our strong project management capability ensures an efficient and timely process.
We recognise the vital importance of blending family involvement with the support and technical expertise of the Crestbridge Family Office Services team. We work with external legal advisors in relation to all the relevant trust and company documentation in respect of the private trust company (PTC). Our strong project management capability ensures an efficient and timely process.
Invest in our
far-sighted experience
Services we offer include:
- Establishing control provisions to reflect the PTC’s operational objectives
- Day-to-day administration and management of the PTC structure and provision of a licensed regulated corporate trustee
- Provision of board members for the PTC entity
- Facilitation of the efficient operation of ancillary committees i.e., protector committees and investment committees, including implementation of the required governance
- Completion of all statutory filings and obligations
Distinctly Different.
By your side throughout
From working with your advisor in relation to the relevant documents, to the day-to-day running of the PTC structure, our director-led teams will be with you at every step.
Tailored to your needs
Providing the right level of support for families wishing to participate more actively in the ongoing management of the structure.
A tailored management approach
We practice team-based relationship management as well as a single point of contact. To ensure an effective and efficient service, we empower each member of our team to support you directly.
Robust project management
Along with a strong project management focus, our independent status means we are free to work with the advisors best suited to your needs.
Prepared for tomorrow
In an ever-changing world our expertise means your arrangements are regularly reviewed, ensuring they meet your family’s evolving needs.
Our team.
Your team.
We would welcome the opportunity to discuss the services provided by our team.
Let’s stay in touch
Subscribe to our newsletter to hear our latest stories