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 is 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.
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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Trust establishment
and administration
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.
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)
- Directed trusts
- Discretionary powers trusts
- Life insurance 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
- Preparing and submitting all required 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.
Speak to our team
Speak to one of our team members who will help you with how we can work together.
Let’s stay in touch
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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.
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 of 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.
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 and consider their operational practicalities.
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 asset management
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 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 and consider their operational practicalities.
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
Unified service across jurisdictions
In an increasingly borderless world, today’s families often require support for a breadth of international interests. Our 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:
- Cross-jurisdictional structures – through Jersey, Cayman, London and Wyoming
- Solutions for international clients, in particular for US clients, or clients with a US connection
- 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 full suite of services to provide the tailored support that you need.
Our team brings the experience and judgment 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
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 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.
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
- 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
Pre-liquidity planning
Helping you prepare for what lies ahead
Pre-liquidity planning involves the carefully considered design of tax, estate, and financial strategies that can be initiated ahead of the sale of a business sale or IPO to optimize net proceeds and reduce tax exposure. Some significant considerations include determining eligibility for QSBS planning, whether to implement valuation-sensitive transfers (e.g., GRATs), establishing trusts for family wealth transfer and asset protection, and assessing anticipated post-sale cash flow needs.
Effective planning, typically begun 1–3 years ahead of the event, can meaningfully lower tax liability and align wealth with personal objectives.
Invest in our
far-sighted experience
Services we offer include:
- Assess and select appropriate tax optimisation, wealth transfer, asset protection and risk management strategies
- Diversify concentrated stock positions
- Review deal terms, including cash, equity, and earn-outs, to align with personal financial goals and long-term cash flow needs
- Prepare for a QSBS election
- Utilise trusts to support your QSBS planning, reduce exposure to capital gains tax and estate tax
- Establish family governance structures to manage the post-liquidity wealth
- International asset protection trusts to protect wealth from adverse business, political or intra-family events
- Entity structuring
Distinctly Different.
Tailored to your needs
Providing the right level of support for families wishing to participate more actively in the ongoing management of the structure.
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.
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