Tag: News
Crestbridge Family Office Services appoints Director to support sustained growth
Crestbridge has appointed Laura Parkes as a Director in its Family Office Services team as the firm continues to enhance its proposition for supporting the increasingly complex needs of globally-dynamic families.
In her new role based in Jersey, Laura will work closely with Crestbridge’s award-winning multijurisdictional team to ensure that clients continue to receive a bespoke service and benefit from the firm’s suite of tailored fiduciary services.
Against the backdrop of an increasingly complex global environment, Laura will lead on a number of family office structures administered in Jersey for clients in the Americas, Canada and the UK, whilst also supporting business development efforts in the Americas, including working with Crestbridge Fiduciary, the firm’s US joint venture with Willow Street.
With more than 20 years’ experience in the private client trust industry, Laura has an impressive understanding of the international family office landscape and dealing with multi-jurisdictional fiduciary and corporate structures holding various assets including externally and client-managed private companies, various types of investment portfolios, residential and commercial property, development projects and aviation.
Prior to joining Crestbridge, Laura worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients. Laura holds a Certificate of Offshore Administration, a CMI Certificate in Management and Leadership, is a full STEP member and formed part of a select group of industry individuals to be part of the first Jersey-based Build Back Better programme in Sustainable Finance.
Heather Tibbo, Group Head of Family Office Services at Crestbridge, said:
“There’s no doubt that the needs and ambitions of globally dynamic families are becoming increasingly sophisticated, whilst at the same time the environment they are operating in is becoming more complex and challenging. The demand for outsourced, specialist, quality support is rising like never before, and with that in mind I am delighted to welcome Laura to our team, as we continue to provide the premium, institutional-grade service families need.
“Her considerable experience in leading specialist teams and delivering the kind of multijurisdictional solutions families and family offices are looking for will add considerable value to our existing proposition and help cement our reputation as a leader in the family office services landscape.”
Five recognised in mid-year promotions
Crestbridge has appointed Laura Parkes as a Director in its Family Office Services team as the firm continues to enhance its proposition for supporting the increasingly complex needs of globally-dynamic families.
In her new role based in Jersey, Laura will work closely with Crestbridge’s award-winning multijurisdictional team to ensure that clients continue to receive a bespoke service and benefit from the firm’s suite of tailored fiduciary services.
Against the backdrop of an increasingly complex global environment, Laura will lead on a number of family office structures administered in Jersey for clients in the Americas, Canada and the UK, whilst also supporting business development efforts in the Americas, including working with Crestbridge Fiduciary, the firm’s US joint venture with Willow Street.
With more than 20 years’ experience in the private client trust industry, Laura has an impressive understanding of the international family office landscape and dealing with multi-jurisdictional fiduciary and corporate structures holding various assets including externally and client-managed private companies, various types of investment portfolios, residential and commercial property, development projects and aviation.
Prior to joining Crestbridge, Laura worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients. Laura holds a Certificate of Offshore Administration, a CMI Certificate in Management and Leadership, is a full STEP member and formed part of a select group of industry individuals to be part of the first Jersey-based Build Back Better programme in Sustainable Finance.
Heather Tibbo, Group Head of Family Office Services at Crestbridge, said:
“There’s no doubt that the needs and ambitions of globally dynamic families are becoming increasingly sophisticated, whilst at the same time the environment they are operating in is becoming more complex and challenging. The demand for outsourced, specialist, quality support is rising like never before, and with that in mind I am delighted to welcome Laura to our team, as we continue to provide the premium, institutional-grade service families need.
“Her considerable experience in leading specialist teams and delivering the kind of multijurisdictional solutions families and family offices are looking for will add considerable value to our existing proposition and help cement our reputation as a leader in the family office services landscape.”
Double STEP shortlisting highlights strength and quality of Crestbridge team
Crestbridge has appointed Laura Parkes as a Director in its Family Office Services team as the firm continues to enhance its proposition for supporting the increasingly complex needs of globally-dynamic families.
In her new role based in Jersey, Laura will work closely with Crestbridge’s award-winning multijurisdictional team to ensure that clients continue to receive a bespoke service and benefit from the firm’s suite of tailored fiduciary services.
Against the backdrop of an increasingly complex global environment, Laura will lead on a number of family office structures administered in Jersey for clients in the Americas, Canada and the UK, whilst also supporting business development efforts in the Americas, including working with Crestbridge Fiduciary, the firm’s US joint venture with Willow Street.
With more than 20 years’ experience in the private client trust industry, Laura has an impressive understanding of the international family office landscape and dealing with multi-jurisdictional fiduciary and corporate structures holding various assets including externally and client-managed private companies, various types of investment portfolios, residential and commercial property, development projects and aviation.
Prior to joining Crestbridge, Laura worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients. Laura holds a Certificate of Offshore Administration, a CMI Certificate in Management and Leadership, is a full STEP member and formed part of a select group of industry individuals to be part of the first Jersey-based Build Back Better programme in Sustainable Finance.
Heather Tibbo, Group Head of Family Office Services at Crestbridge, said:
“There’s no doubt that the needs and ambitions of globally dynamic families are becoming increasingly sophisticated, whilst at the same time the environment they are operating in is becoming more complex and challenging. The demand for outsourced, specialist, quality support is rising like never before, and with that in mind I am delighted to welcome Laura to our team, as we continue to provide the premium, institutional-grade service families need.
“Her considerable experience in leading specialist teams and delivering the kind of multijurisdictional solutions families and family offices are looking for will add considerable value to our existing proposition and help cement our reputation as a leader in the family office services landscape.”
Heather Tibbo featured in the inaugural Leadership Jersey publication
A lawyer by training and with over 25 years’ experience in the private client sector, Heather is responsible for Crestbridge’s Family Office Services business.
A member of the Crestbridge executive team, Heather also manages the US joint venture, Crestbridge Fiduciary LLC. One of the most awarded executives in Jersey’s financial sector, Heather is a consistent feature on ePrivateclient’s Top 50 Most Influential list and in 2021 topped the Women in Wealth Management category in the WealthBriefing European Awards.
As Group Head of a professional services organisation, emphasising the importance of building trusted relationships is central to Heather’s leadership philosophy. She vigorously encourages joined-up and far-sighted thinking throughout her team and promotes regular and open feedback from across the business to nurture a supportive and high-performance culture.
Who has inspired you?
Leading international private client lawyer Richard Hay taught me many important lessons; one of the key ones was that preparation is everything!
I recently read Edith Edgar’s ‘The Choice’. It tells the true story of an Auschwitz survivor who trained to be a psychiatrist and is a study of resilience and self-determination. Her ethos is that everyone has the choice whether to be a victim or a survivor.
How would you describe your leadership style in three words?
Collaborative, supportive, open.
What makes a successful leader?
Empathy. I believe in every scenario it is essential to put yourself in the shoes of the person or team you are working with or leading.
What advice would you give to aspiring leaders?
Follow your gut instincts, treat everything as an opportunity to learn and don’t let ‘perfect’ obstruct progress. Things sometimes go wrong. When they do, rise, reflect and move forward.
Daniel Channing joins the PCD Club “Entrepreneurs’ Boardroom”
Daniel Channing, Director in Crestbridge’s Family Office Services Team, joined an expert panel brought together by the Private Client Dining Club ahead of their first in-person event of 2021 in London.
The panel comprised of a range of individuals from the trust, family office services, private client, legal, banking and accountancy industry.
The panel discussed key issues for entrepreneur clients including challenges and trends that have emerged over the last 18 months. Notably, there was consensus across the panel that, despite initial forecasts, entrepreneurs had been exceptionally active with every indication that this momentum was likely to continue.
Highlights from panel’s engaging discussion are set out in the Entrepreneurs’ Boardroom article in the latest issue of the Private Client Dining Club’s Digital Magazine here.
Recognising expertise and contribution with promotions
A lawyer by training and with over 25 years’ experience in the private client sector, Heather is responsible for Crestbridge’s Family Office Services business.
A member of the Crestbridge executive team, Heather also manages the US joint venture, Crestbridge Fiduciary LLC. One of the most awarded executives in Jersey’s financial sector, Heather is a consistent feature on ePrivateclient’s Top 50 Most Influential list and in 2021 topped the Women in Wealth Management category in the WealthBriefing European Awards.
As Group Head of a professional services organisation, emphasising the importance of building trusted relationships is central to Heather’s leadership philosophy. She vigorously encourages joined-up and far-sighted thinking throughout her team and promotes regular and open feedback from across the business to nurture a supportive and high-performance culture.
Who has inspired you?
Leading international private client lawyer Richard Hay taught me many important lessons; one of the key ones was that preparation is everything!
I recently read Edith Edgar’s ‘The Choice’. It tells the true story of an Auschwitz survivor who trained to be a psychiatrist and is a study of resilience and self-determination. Her ethos is that everyone has the choice whether to be a victim or a survivor.
How would you describe your leadership style in three words?
Collaborative, supportive, open.
What makes a successful leader?
Empathy. I believe in every scenario it is essential to put yourself in the shoes of the person or team you are working with or leading.
What advice would you give to aspiring leaders?
Follow your gut instincts, treat everything as an opportunity to learn and don’t let ‘perfect’ obstruct progress. Things sometimes go wrong. When they do, rise, reflect and move forward.