The experience and breadth to support the global needs of today’s families.
Whatever your family’s long-term aims, we offer the technical expertise, insight and reach to help make them a reality. Our independent outlook, director-led teams and robust project management help you to face the future with confidence.
Services tailored to your needs
- Accounting and reporting
- Company incorporation and administration
- Establishment and administration of trusts
- Foundation incorporation and administration
- Governance services
- Luxury assets
- Multi-jurisdictional and cross-border support
- Outsourcing and Virtual Family Office
- Philanthropic structures
- Private Funds
- Private Trust Companies
- Protector and enforcer services
Select service
Accounting and reporting
We can help you develop a streamlined approach to your accounting and reporting obligations. In a constantly evolving regulatory environment we’ll ensure that you and your family enjoy a detailed and clear picture of your situation, and meticulous preparation of your accounts.
more about this service
Select service
Company incorporation and administration
The formation of your company and the strategy for its ongoing administration are pivotal in supporting your family’s long-term needs and succession aims.
Our experienced team work in close partnership with you and your advisors, ensuring both today’s and tomorrow’s requirements are accommodated. Along with a strong project management focus, we are also an independent business, free to work with whichever advisors best suit your needs.
more about this service
Our experienced team work in close partnership with you and your advisors, ensuring both today’s and tomorrow’s requirements are accommodated. Along with a strong project management focus, we are also an independent business, free to work with whichever advisors best suit your needs.
Select service
Establishment and administration of trusts
Successful and smooth-running trusts must be both meticulously planned at formation, and carefully administered throughout their lifespan to reflect families’ changing circumstances and interests.
The experienced Crestbridge team can work closely with you, asking the right questions to help establish the aims of the trust, including issues of succession, and agreeing suitable control provisions.
more about this service
The experienced Crestbridge team can work closely with you, asking the right questions to help establish the aims of the trust, including issues of succession, and agreeing suitable control provisions.
Select service
Foundation incorporation and administration
Foundations are increasingly becoming used for a wide variety of objectives, including philanthropic endeavours and succession planning. Whatever the aims of your foundation, the investment in its formation, management and day-to-day administration will prove critical to its long-term success.
The Crestbridge team offer in depth experience in all aspects of foundations, including working with external legal advisors to develop the regulations, and identifying the key foundation parties.
more about this service
The Crestbridge team offer in depth experience in all aspects of foundations, including working with external legal advisors to develop the regulations, and identifying the key foundation parties.
Select service
Governance services
Crestbridge work holistically with our clients, their structures and advisors. We routinely work on solutions alongside the client’s existing advisors, including tax and legal counsel, clearly setting out roles, responsibilities and transactional deliverables.
Our project management approach includes extensive experience in helping to implement and manage the critical aspects of ongoing governance inherent in an efficient and durable structure.
more about this service
Our project management approach includes extensive experience in helping to implement and manage the critical aspects of ongoing governance inherent in an efficient and durable structure.
Select service
Luxury assets
We recognise that luxury assets exist to be enjoyed and appreciated. Our aim is to help make your ownership experience as pleasurable and effortless as possible by offering the sophistication, experience and expertise to help manage a wide range of high-value complex luxury assets.
more about this service
Select service
Multi-jurisdictional and cross-border support
In an increasingly borderless world, today’s families often require support for a breadth of international interests. Our broad geographical platform ensures multi-jurisdictional families can benefit from Crestbridge’s services in the countries in which they are needed.
more about this service
Select service
Outsourcing and Virtual Family Office
We recognise that each Family Office is different, with its own unique needs and characteristics. We offer a suite of ‘a la carte’ services, to provide the tailored support that you need. The Crestbridge team bring the experience and judgement to integrate themselves at the appropriate level into your Family Office.
more about this service
Select service
Philanthropic structures
Families are increasingly focused on using their influence and resources on philanthropy and for the wider good. We are experienced at the implementation and operation of structures that help clients fulfil their philanthropic aims and vision. Our client-led approach to supporting charitable pursuits helps ensure these structures effectively and efficiently address their long-term objectives.
more about this service
Select service
Private Funds
Families and Family Offices are increasingly seeing the need for co-investment vehicles. Jersey enjoys a strong reputation as a location to establish offshore investment funds. The experienced Crestbridge team can offer clients a full suite of services to alleviate the administrative burden. Crestbridge offers a range of fund types and structures to suit the needs of sophisticated sponsors and investors including Private Funds.
more about this service
Select service
Private Trust Companies
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 and family control with the support and technical expertise of the Crestbridge team.
more about this service
Select service
Protector and enforcer services
We can provide a qualified professional to act as a protector of a trust or an enforcer of a purpose trust. This helps ensure peace of mind that there is someone with the requisite expertise and experience acting on behalf of your family’s interests.
more about this service
Our team.
Your team.
We would welcome the opportunity to discuss the services provided by our team.
