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
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