The event, which took place in February at Coutts’ London headquarters, and which formed the final instalment of a three-part series of events, explored the evolving family wealth advisory landscape in the 21st century.

Heather Tibbo, Group Head of Crestbridge FOS, spoke on a panel session at the event which highlighted the changing nature of family structuring, and examined the challenges and the steps advisers need to take to remain relevant. Heather was joined by Rachel Harrington, Executive Director at Coutts Family Office & Coutts Institute, who also moderated the first session, Georgina James, Partner at Farrer & Co, Catherine Grum, Head of Family Office Services at BDO, Alexander Erskine, Partner at Taylor Wessing, and Mark Stokes, Partner at Deloitte.

Among the topics discussed were the evolution of family structuring in an increasingly global and scrutinised environment, how to support greater communication and governance, and the importance of setting down shared values for harmony across the generations.

Commenting on the session, Heather said: “What’s clear is that family clients now are far more complex and sophisticated – they are multijurisdictional, multigenerational and engaged in multi-asset strategies. All this has implications for structuring and serves to underline the importance of good governance within family frameworks and communication.

“It also reinforces the appeal of structures that are as simple and as efficient as possible – housed in jurisdictions that can demonstrate excellent standards and delivered by institutions that can offer premium service quality.”

In addition, Daniel Channing, Director at Crestbridge FOS, participated in a session that explored the shifting demands and expectations of the NextGen within family structures. Moderated by Coutts Family Office and Institute Director Stuart May, this also featured expert speakers including Charlotte Matthews, Senior Associate at Taylor Wessing, Alex Fish, Associate Director at BDO, Chris Cook, Senior Associate at Baker Mackenzie, Lucy Lukic, Associate Director at Deloitte and Stefan Le Marquand, Manager at Highvern.

Pointing to the need for greater transparency within families and the challenges created by increased information flow between generations and family members, this session emphasised the need for tailored service in building lasting relationships with families. Daniel added:

“Catering to the individual needs of clients has always been about tailoring service, knowledge and structures – and the rising importance of the NextGen within family structures has exacerbated that. Listening to all stakeholders, including the NextGen, is critical in building trust, whilst being able to adapt quickly and seamlessly as the needs of families change, is vital in today’s environment.

Underlining Crestbridge FOS’ strategy of providing its people with an ongoing skills and qualification journey throughout their career, it has been accredited as an ‘ACCA Platinum Approved Employer for Trainee Development’ and as an ‘ACCA Approved Employer for Professional Development’.

The accreditation will provide various benefits to ACCA members at Crestbridge FOS who are studying for ACCA exams and following the ACCA CPD programme, whilst it also reflects the quality of Crestbridge FOS’ training and professional development framework.

As well as being accredited by ACCA, Crestbridge Group is also a STEP Platinum Employer Partner and provides ongoing continuous professional development opportunities for its people across a wide range of industry bodies, including in Islamic Finance.

The event, which took place in February at Coutts’ London headquarters, and which formed the final instalment of a three-part series of events, explored the evolving family wealth advisory landscape in the 21st century.

Heather Tibbo, Group Head of Crestbridge FOS, spoke on a panel session at the event which highlighted the changing nature of family structuring, and examined the challenges and the steps advisers need to take to remain relevant. Heather was joined by Rachel Harrington, Executive Director at Coutts Family Office & Coutts Institute, who also moderated the first session, Georgina James, Partner at Farrer & Co, Catherine Grum, Head of Family Office Services at BDO, Alexander Erskine, Partner at Taylor Wessing, and Mark Stokes, Partner at Deloitte.

Among the topics discussed were the evolution of family structuring in an increasingly global and scrutinised environment, how to support greater communication and governance, and the importance of setting down shared values for harmony across the generations.

Commenting on the session, Heather said: “What’s clear is that family clients now are far more complex and sophisticated – they are multijurisdictional, multigenerational and engaged in multi-asset strategies. All this has implications for structuring and serves to underline the importance of good governance within family frameworks and communication.

“It also reinforces the appeal of structures that are as simple and as efficient as possible – housed in jurisdictions that can demonstrate excellent standards and delivered by institutions that can offer premium service quality.”

In addition, Daniel Channing, Director at Crestbridge FOS, participated in a session that explored the shifting demands and expectations of the NextGen within family structures. Moderated by Coutts Family Office and Institute Director Stuart May, this also featured expert speakers including Charlotte Matthews, Senior Associate at Taylor Wessing, Alex Fish, Associate Director at BDO, Chris Cook, Senior Associate at Baker Mackenzie, Lucy Lukic, Associate Director at Deloitte and Stefan Le Marquand, Manager at Highvern.

Pointing to the need for greater transparency within families and the challenges created by increased information flow between generations and family members, this session emphasised the need for tailored service in building lasting relationships with families. Daniel added:

“Catering to the individual needs of clients has always been about tailoring service, knowledge and structures – and the rising importance of the NextGen within family structures has exacerbated that. Listening to all stakeholders, including the NextGen, is critical in building trust, whilst being able to adapt quickly and seamlessly as the needs of families change, is vital in today’s environment.

The event, which took place in February at Coutts’ London headquarters, and which formed the final instalment of a three-part series of events, explored the evolving family wealth advisory landscape in the 21st century.

Heather Tibbo, Group Head of Crestbridge FOS, spoke on a panel session at the event which highlighted the changing nature of family structuring, and examined the challenges and the steps advisers need to take to remain relevant. Heather was joined by Rachel Harrington, Executive Director at Coutts Family Office & Coutts Institute, who also moderated the first session, Georgina James, Partner at Farrer & Co, Catherine Grum, Head of Family Office Services at BDO, Alexander Erskine, Partner at Taylor Wessing, and Mark Stokes, Partner at Deloitte.

Among the topics discussed were the evolution of family structuring in an increasingly global and scrutinised environment, how to support greater communication and governance, and the importance of setting down shared values for harmony across the generations.

Commenting on the session, Heather said: “What’s clear is that family clients now are far more complex and sophisticated – they are multijurisdictional, multigenerational and engaged in multi-asset strategies. All this has implications for structuring and serves to underline the importance of good governance within family frameworks and communication.

“It also reinforces the appeal of structures that are as simple and as efficient as possible – housed in jurisdictions that can demonstrate excellent standards and delivered by institutions that can offer premium service quality.”

In addition, Daniel Channing, Director at Crestbridge FOS, participated in a session that explored the shifting demands and expectations of the NextGen within family structures. Moderated by Coutts Family Office and Institute Director Stuart May, this also featured expert speakers including Charlotte Matthews, Senior Associate at Taylor Wessing, Alex Fish, Associate Director at BDO, Chris Cook, Senior Associate at Baker Mackenzie, Lucy Lukic, Associate Director at Deloitte and Stefan Le Marquand, Manager at Highvern.

Pointing to the need for greater transparency within families and the challenges created by increased information flow between generations and family members, this session emphasised the need for tailored service in building lasting relationships with families. Daniel added:

“Catering to the individual needs of clients has always been about tailoring service, knowledge and structures – and the rising importance of the NextGen within family structures has exacerbated that. Listening to all stakeholders, including the NextGen, is critical in building trust, whilst being able to adapt quickly and seamlessly as the needs of families change, is vital in today’s environment.

The Awards were presented at a gala ceremony at the Grand Hotel in Jersey this week (8 December), with winners being selected by a panel of independent experts.

The Channel Islands Awards are designed to recognise and celebrate the brightest and best teams and individuals across Jersey and Guernsey’s private wealth sector. They are the latest addition to the Wealthbriefing global programme, which also includes awards initiatives covering the Asia, MENA, Swiss, Americas and European markets.

Commenting on her win, Heather Tibbo, said:

‘I’m delighted to receive this recognition from the Wealthbriefing Awards panel. I consider it a clear reflection of how the Crestbridge Family Office Services team embraces a collective responsibility for driving our organisation forward, living our shared values, and working together to channel their considerable talents into looking after our clients.’

Elisabeth Philippe, Senior Manager, and Elliott Carlow, Manager, both won silver awards in the Citywealth Future Leaders Awards 2022, in the ‘Trustee of the Year – Manager’ and ‘Accountant of the Year’ categories respectively.

The Awards were announced at an event in London last week, with winners being selected through a combination of online voting and an independent panel of professionals in the private wealth management sector.

Now in their seventh year, the Awards are designed to identify young professionals from right across the international wealth sector who make in impact in their profession and in the industry and contribute positively to the communities where they work.

It is the third successive year that Elisabeth has been nominated in the Awards. She has over 16 years’ experience in the finance industry providing private client services to HNW and UHNWIs and family offices and has been involved in the establishment and administration of a variety of trust and private wealth management structures across multiple jurisdictions including Jersey, the US, BVI and Cayman. Elisabeth is ACCA qualified.

Meanwhile, Elliott, who has been nominated for the Awards for two consecutive years, has over 16 years’ experience in the offshore financial services industry, spent in Cayman and Jersey, working across private equity, real estate, mezzanine debt, Shari’a compliant instruments and listed equities and securities. He is a Chartered Certified Accountant.

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.”

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.”

The ePrivateClient Top 35 Under 35 list was published on 5th September and lists the top 70 future industry leaders – 35 men and 35 women – working across the private client sector in the UK, Jersey, Guernsey and Isle of Man.

Elisabeth Philippe, Senior Manager, has been named as a finalist in the ‘Trustee of the Year – Manager’ category of the Citywealth Future Leaders Awards. It is the third successive year Elisabeth has been shortlisted in the category, winning a Bronze in last year’s Awards.

In addition, Elliott Carlow, Manager, has been shortlisted in the ‘Accountant of the Year’ category. Elliott was also shortlisted in the Awards in 2021.

Now in their seventh year, the Citywealth Future Leaders Awards provide a platform for celebrating emerging talent and championing young professionals under 40 in the international wealth sector who excel in their profession, play a leading role in their organisation’s success and look set to be the leaders of tomorrow.

Winners will be selected through a combination of an online voting process and an independent panel of professionals in the private wealth management sector, and will be announced at a ceremony in London in November.