Archives: Services
Service
Efficient accounting of your family’s wealth.

Service excellence
We offer a full breadth of accounting and reporting services to ensure peace of mind for you and your family. Our experienced team can tailor their approach to meet your specific requirements.
Our services include:
- Annual financial statements for companies, trusts, foundations and partnerships
- Day-to-day accounting and bookkeeping services
- Bespoke combination reporting
- Accounting support for corporate transactions
- Audit liaison
- Jersey tax returns
- Accounting support for tax compliance
Distinctly Different.
Harnessing technology
Information tailored to you
A direct line to your Crestbridge team
Complex investment transactions made easy
Giving you the full picture
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Building your ambitions on strong foundations
Our experienced team works 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 an independent business, free to work with the advisors best suited to your needs. By carefully examining the governance and practicalities of operation, and minimising needless complexity, we offer you the reassurance to focus on pursuing your own goals.

By your side through the journey
Our thorough approach to incorporation and administration gives you access to a full suite of services. While our strategic, forward-looking outlook means we’ll help you to stay ahead of changing circumstances.
Our multi-jurisdictional services in this area include:
- Incorporation of companies
- Provision of directors and co-directors alongside family-appointed representatives
- Company administration services
- Company secretarial services and provision of registered office
- Re-domiciliation of companies
How you’ll feel the Crestbridge difference.
Leading from the front
Seamless integration
A tailored management approach
Prepared for tomorrow
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Your team.
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A future built on strong foundations
Our experienced team can work closely with you, asking the right questions to help clarify the objectives of the trust, including issues of succession and agreeing suitable provisions. Our strong project management capability ensures an efficient and timely process supporting you and your advisors.

Invest in our
far-sighted experience
Whatever your family’s needs, the team can provide the support and guidance to structure a trust designed for longevity and flexibility.
Services we offer include:
- Day-to-day trust administration and management
- Provision of a licensed regulated corporate trustee
- Incorporation and management of a private trust company (PTC)
- Discretionary powers trusts
- Settlor reserved powers trusts
- Foreign grantor and non-grantor trusts
- Standby trusts
- Life interest trusts
- Assisting with and facilitating the composition of any ancillary committees, i.e., protector committees, investment committees, including putting in place the required governance
- Completion of all statutory work, including the provision of information for FATCA and CRS reports
Distinctly Different.
A tailored management approach
Leading from the front
Robust project management
Prepared for tomorrow
Our team.
Your team.
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The experience to help guide your foundation’s success
Our team offers in-depth experience in all aspects of foundations, including working with external legal advisors to develop the regulations and identifying the key foundation parties.

Invest in our
far-sighted experience
Services we offer include:
- Provision of council members and qualified member of foundations
- Day-to-day administration, provision of registered address and accountancy and bookkeeping services for foundations
- Completion of all statutory work, including provision information for FATCA and CRS reports
- Assistance with and the facilitation of the composition of the foundation’s council and any ancillary committees, i.e., investment committees, including putting in place the required governance
Distinctly Different.
A tailored management approach
Leading from the front
Robust project management
Prepared for tomorrow
Our team.
Your team.
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Creating long-lasting structures
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.

Invest in our
far-sighted experience
Whatever your family’s needs, we can provide the support and guidance to structure a trust designed for longevity and flexibility.
Services we offer include:
- Project transaction and structure implementation and operation
- High level review of governance frameworks from an operational perspective
- Working with families to implement family charters, committee structures and oversight
- Helping committees to operate more efficiently, whether by acting as secretary or sitting on the committees
- Coordination in relation to structures and their ongoing practicalities with a view to improving efficiencies
- Record keeping and documentation
- Use of data rooms as a point of reference for families
- Regulatory reporting
Distinctly Different.
A tailored management approach
Developing and optimising
A central point of oversight
Leading from the front
Robust project management
Prepared for tomorrow
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Your team.
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Giving you peace of mind

Invest in our
far-sighted experience
Services we offer include:
- Project management and coordination of purchases or sales of luxury assets, including:
- Yachts
- Aircraft
- Vehicles
- Property
- Residential and commercial real estate
- Art and jewellery
- Management of refurbishment projects through trusted partners
- Luxury asset management
- Coordination service
- Accurate record keeping and documenting of transactions and assets
Distinctly Different.
A central point of oversight
Developing and optimising
A tailored management approach
Leading from the front
Robust project management
Our team.
Your team.
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Unified service across jurisdictions

Invest in our
far-sighted experience
Services we offer include:
- Crestbridge Fiduciary, our joint venture, offers a solution for international clients, in particular for US clients, or clients with a US connection
- Cross-jurisdictional structures – through Jersey, Cayman, London and the US
- Streamlining of providers, delivering a consolidated, seamless service
- Support for large family offices, whose varying needs can be accommodated due to our multi-jurisdiction presence
Distinctly Different.
In-depth, specialist experience
Seamless global service
Single point of contact
Leading from the front
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Your team.
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Offering customised support to improve efficiencies
Our team brings the experience and judgement to integrate themselves at the appropriate level into your family office. By understanding your needs in this way, and offering our services without the condition of acting as trustee, we aim to help make outsourcing as simple and flexible as possible.

Invest in our
far-sighted experience
Outsourced services we offer include:
- Secretarial and administrative support
- Governance
- Bookkeeping
- Accounting and management accounting
- Financial statements, regulatory reporting and filing
- Project implementation
- Co-ordinating external advisors and third parties
- Assessment of roles and responsibilities for transactions
- Investment transaction administration
- Cash and payment management for clients
- Secondees in various functions
Distinctly Different.
Collaboration
Flexibility
Driving efficiency
Direct access to your Crestbridge Family Office Services team
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Your team.
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Helping you realise your charitable ambitions
Our client-led approach to supporting charitable pursuits helps ensure these structures effectively and efficiently address their long-term objectives.

Invest in our
far-sighted experience
Services we offer include:
- Establishment of multi-generational structures to encourage wider involvement and continuity
- Due diligence on charity recipients to ensure funds support their intended aims
- Assisting with our Middle Eastern clients’ zakat obligations
- ESG support and impact investing
- Full-service administration capability for charitable trusts and charitable foundations
Distinctly Different.
A tailored management approach
Leading from the front
Seamless global service
Prepared for tomorrow
Our team.
Your team.
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Insightful support for complex structures
Our experienced 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.

Invest in our
far-sighted experience
Services we offer include:
- Provision of services in respect of private funds as part of larger family office structures
- Working with external advisors to develop private fund structures
- Offering a full range of administrative services in respect of the private investment fund from formation services to wind-up, we ensure a depth of understanding and strong long-term client relationship
- Leverage of our institutional fund administration platform for larger and more complex funds