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 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 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.

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.

Commenting on the Awards, Heather Tibbo, Co-Group Head of Family Office Services at Crestbridge, said: “Crestbridge Family Office Services has a really strong commitment to nurturing young talent and supporting our people throughout their professional journey, and that is reflected through these award wins. I’m really pleased for Elisabeth and Elliott, who both make such a significant contribution to our team and the business more widely, and who are incredibly appreciated by 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.

Commenting on the Awards, Heather Tibbo, Co-Group Head of Family Office Services at Crestbridge, said: “Crestbridge Family Office Services has a really strong commitment to nurturing young talent and supporting our people throughout their professional journey, and that is reflected through these award wins. I’m really pleased for Elisabeth and Elliott, who both make such a significant contribution to our team and the business more widely, and who are incredibly appreciated by 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.

Commenting on the Awards, Heather Tibbo, Co-Group Head of Family Office Services at Crestbridge, said: “Crestbridge Family Office Services has a really strong commitment to nurturing young talent and supporting our people throughout their professional journey, and that is reflected through these award wins. I’m really pleased for Elisabeth and Elliott, who both make such a significant contribution to our team and the business more widely, and who are incredibly appreciated by clients.”

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.

The inclusion marks a successful year for Daniel. Earlier his year, he was included in the ePrivateClient Top 35 Under 35 list for the Channel Islands, for the third consecutive year.

A number of factors were considered by the panel of judges in compiling the annual list, including individual achievements over the past 12 months and career progression.

With an impressive 15 years’ experience in the international trust business, Daniel was promoted to Manager at the beginning of the year, having joined Crestbridge in 2017 with a private wealth and family office background.  An ICSA Affiliate, Daniel also holds the CISI Islamic Finance Qualification and oversees the professional development of other members of the team.

Heather Tibbo, Group Head of Crestbridge Family Office Services, said:

“The focus we place on looking after our people and ensuring they have the tools to succeed is central to our objective of delivering a first class service to clients. I’m delighted for Daniel, who has featured regularly in industry rising stars lists within the Channel Islands and has now received recognition at a national level too. His success is a reflection of the cohesive, collaborative approach of our team as a whole and our collective commitment to service excellence.”

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.

Commenting on the Awards, Heather Tibbo, Co-Group Head of Family Office Services at Crestbridge, said: “Crestbridge Family Office Services has a really strong commitment to nurturing young talent and supporting our people throughout their professional journey, and that is reflected through these award wins. I’m really pleased for Elisabeth and Elliott, who both make such a significant contribution to our team and the business more widely, and who are incredibly appreciated by clients.”