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Outsourced services we offer include:
- Secretarial and administrative support
- 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
Our team is experienced at working alongside, and adding value to, existing family offices.
By offering services and support in jurisdictions beyond where your family office is based, we can help deliver your global aims.
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.
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