Karen Morris
Head of Finance

Karen works closely with the leadership team and Board of Directors to provide guidance on financial strategy.

Karen oversees the operation of Crestbridge Family Office’s Internal Finance department and is responsible for all aspects of financial reporting, budgeting and forecasting.  Karen also oversees the Client Reporting department and ensures the successful delivery of various Family Office clients’ accounting and tax reporting requirements, including the design of bespoke reporting, tailored to meet each families’ specific requirements.

Karen has over 25 years’ accounting experience, 15 of which have been within the offshore financial services industry in Jersey, primarily working on private client structures.  Karen qualified as a Chartered Accountant in London in 1997, and went on to gain considerable accounting, audit and taxation experience in a number of jurisdictions and a variety of industry sectors, with particular expertise in the real estate sector.  After moving to Jersey in 2008, her focus moved to client reporting for the private wealth offshore sector, where she progressed to hold a senior management position in a leading trust company business.  Karen joined Crestbridge in 2018, and has steadily developed and expanded her talented team of accountants and book-keepers as the business has grown.