Archives: Services
Service
Efficient accounting of your family’s wealth.
We believe you should be free to pursue your passions and live life to the full. However, we also recognise that the rewards of success bring substantial pressures and responsibilities. We can help you develop a streamlined approach to your accounting and reporting obligations. In a constantly evolving regulatory environment, we’ll ensure you and your family enjoy a detailed and clear picture of your situation and meticulous preparation of your accounts.
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
We use the latest, most secure technology for reliability and accuracy. We also offer the flexibility to work with other leading platforms should you need us to.
Information tailored to you
We can provide you with the information and insights that matter to you, in a format you’re familiar with.
A direct line to your Crestbridge team
We like to keep things simple and convenient. If required, we can arrange to give you or your family office CFO direct access to our accounting team.
Complex investment transactions made easy
Our systems have the capability and sophistication to make light work of even the most intricate of transactions.
Giving you the full picture
Full visibility makes decision-making quicker and easier. We can exceed statutory requirements and can provide a consolidated overview of large structures.
Our team.
Your team.
We would welcome the opportunity to discuss the services provided by our team.
Let’s stay in touch
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Company incorporation and administration
Building your ambitions on strong foundations
The formation of your company and the strategy for its ongoing administration are pivotal in supporting your family’s long-term needs and succession aims.
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.
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
Reflecting the critical importance of the process, we are director-led and our clients benefit from a high level of director engagement throughout.
Seamless integration
We think and act as an extension of your own family office and team, ensuring speed, efficiency and alignment of objectives.
A tailored management approach
We practice team-based relationship management, as well as a single point of contact. To ensure an effective and efficient service, we empower each member of our team to support you directly.
Prepared for tomorrow
In an ever-changing world, our expertise means your arrangements are regularly reviewed, ensuring they meet your family’s evolving needs.
Our team.
Your team.
We would welcome the opportunity to discuss the services provided by our team.
Let’s stay in touch
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Establishment and administration of trusts
A future built on strong foundations.
Successful and smooth-running trusts must be both meticulously planned at formation and carefully administered throughout their lifespan to reflect families’ changing circumstances and interests.
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.
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
We practice team-based relationship management as well as a single point of contact. To ensure an effective and efficient service, we empower each member of our team to support you directly.
Leading from the front
Reflecting the critical importance of the process, we are director-led and our clients benefit from a high level of director engagement throughout.
Robust project management
Along with a strong project management focus, our independent status means we are free to work with the advisors best suited to your needs.
Prepared for tomorrow
In an ever-changing world our expertise means your arrangements are regularly reviewed, ensuring they meet your family’s evolving needs.
Our team.
Your team.
We would welcome the opportunity to discuss the services provided by our team.
Let’s stay in touch
Subscribe to our newsletter to hear our latest stories
Foundation incorporation and administration
The experience to help guide your foundation’s success.
Foundations are increasingly being used for a wide variety of objectives, including philanthropic endeavours and succession planning. Whatever the aims of your foundation, the investment in its formation, management and day-to-day administration will prove critical to its long-term 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.
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
We practice team-based relationship management as well as a single point of contact. To ensure an effective and efficient service, we empower each member of our team to support you directly.
Leading from the front
Reflecting the critical importance of the process, we are director-led and our clients benefit from a high level of director engagement throughout.
Robust project management
Along with a strong project management focus, our independent status means we are free to work with the advisors best suited to your needs.
Prepared for tomorrow
In an ever-changing world our expertise means your arrangements are regularly reviewed, ensuring they meet your family’s evolving needs.
Our team.
Your team.
We would welcome the opportunity to discuss the services provided by our team.
Let’s stay in touch
Subscribe to our newsletter to hear our latest stories
Governance services
Creating long-lasting structures.
We work holistically with our clients and their advisors. We often work on solutions alongside the client’s existing advisors, including tax and legal counsel, clearly setting out roles, responsibilities and transactional deliverables.
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.
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
We practice team-based relationship management as well as single point of contact. To ensure an effective and efficient service, we empower each member of our team to support you directly.
Developing and optimising
Our extensive experience allows us to review structures, consider their operational practicalities and deliver improvements.
A central point of oversight
We act as a hub in the governance of your structure, drawing upon our network of advisors and managing them.
Leading from the front
Our team thinks and acts as an extension of yours, we are director-led and our clients benefit from a high level of director engagement throughout.
Robust project management
Along with a strong project management focus, our independent status means we are free to work with the advisors best suited to your needs.
Prepared for tomorrow
In an ever-changing world our expertise means your arrangements are regularly reviewed, ensuring they meet your family’s evolving needs.
Our team.
Your team.
We would welcome the opportunity to discuss the services provided by our team.
Let’s stay in touch
Subscribe to our newsletter to hear our latest stories
Luxury assets
Giving you peace of mind.
We recognise that luxury assets exist to be enjoyed and appreciated. Our aim is to help make your ownership experience as pleasurable and effortless as possible by offering the sophistication, experience and expertise to help manage a wide range of high-value complex luxury assets.
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
We act as a hub in the operation of your structure, drawing upon our network of advisors and managing them.
Developing and optimising
Our extensive experience allows us to review structures, consider their operational practicalities and deliver improvements.
A tailored management approach
We practice team-based relationship management as well as a single point of contact. To ensure an effective and efficient service, we empower each member of our team to support you directly.
Leading from the front
Our team thinks and acts as an extension of yours, we are director-led and our clients benefit from a high level of director engagement throughout.
Robust project management
Along with a strong project management focus, our independent status means we are free to work with the advisors best suited to your needs.
Our team.
Your team.
We would welcome the opportunity to discuss the services provided by our team.
Let’s stay in touch
Subscribe to our newsletter to hear our latest stories
Multi-jurisdictional and
cross-border support
Unified service across jurisdictions.
In an increasingly borderless world, today’s families often require support for a breadth of international interests. Our broad geographical platform ensures multi-jurisdictional families can benefit from our services in the countries in which they are needed.
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
Our team has vast experience working with structures operating in multiple jurisdictions, including key international financial centres.
Seamless global service
By effectively co-ordinating our activities across jurisdictions we deliver a streamlined and efficient service.
Single point of contact
For our clients’ convenience, we act as a one-stop shop for multiple jurisdictions.
Leading from the front
Our team thinks and acts as an extension of yours, we are director-led and our clients benefit from a high level of director engagement throughout.
Our team.
Your team.
We would welcome the opportunity to discuss the services provided by our team.
Let’s stay in touch
Subscribe to our newsletter to hear our latest stories
Outsourcing and Virtual Family Office
Offering customised support to improve efficiencies.
We recognise that each family office is different, with its own unique needs and characteristics. We offer a suite of ‘a la carte’ services to provide the tailored support that you need.
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.
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
Our team is experienced at working alongside, and adding value to, existing family offices.
Flexibility
By offering services and support in jurisdictions beyond where your family office is based, we can help deliver your global aims.
Driving efficiency
We use our strategic expertise to identify opportunities to drive efficiencies for your family office.
Direct access to your Crestbridge Family Office Services team
We like to keep things straightforward and convenient. For example, if required, we can arrange to give you or your family office CFO direct access to our accounting team.
Our team.
Your team.
We would welcome the opportunity to discuss the services provided by our team.
Let’s stay in touch
Subscribe to our newsletter to hear our latest stories
Philanthropic structures
Helping you realise your charitable ambitions.
Families are increasingly focused on using their influence and resources for philanthropy and for the wider good. We are experienced in the implementation and operation of structures that help clients fulfil their philanthropic aims and vision.
Our client-led approach to supporting charitable pursuits helps ensure these structures effectively and efficiently address their long-term objectives.
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
We practice team-based relationship management as well as a single point of contact. To ensure an effective and efficient service, we empower each member of our team to support you directly.
Leading from the front
We think of ourselves as an extension of a client’s family office. Our teams are director-led and our clients benefit from a high level of director engagement throughout.
Seamless global service
By effectively co-ordinating our activities across jurisdictions we deliver a streamlined and efficient service.
Prepared for tomorrow
In an ever-changing world our expertise means your arrangements are regularly reviewed, ensuring they meet your philanthropic aims.
Our team.
Your team.
We would welcome the opportunity to discuss the services provided by our team.
Let’s stay in touch
Subscribe to our newsletter to hear our latest stories
Private Funds
Insightful support for complex structures.
Families and family offices are increasingly seeing the need for co-investment vehicles. Jersey enjoys a strong reputation as a location to establish offshore investment funds.
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.
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
Distinctly Different.
Prepared for tomorrow
In an ever-changing world our expertise means your arrangements are regularly reviewed, ensuring they meet your family’s evolving needs.
Leading from the front
We think of ourselves as an extension of a client’s family office. Our teams are director-led and our clients benefit from a high level of director engagement throughout.
Robust project management
Along with a strong project management focus, our independent status means we are free to work with the advisors best suited to your needs.
Seamless integration
We think and act as an extension of your own family office and team, ensuring speed, efficiency and alignment of objectives.
Our team.
Your team.
We would welcome the opportunity to discuss the services provided by our team.
Let’s stay in touch
Subscribe to our newsletter to hear our latest stories