Archives: Services
Service
Helping you plan for an unwritten future
We look at the governance and the practicalities of operation from day one to ensure that the structure meets the family’s objectives. Our strength and effectiveness in this discipline is rooted in our in-depth trustee experience.
We recognise the vital importance of blending family involvement with the support and technical expertise of the Crestbridge team. We work with external legal advisors in relation to all the relevant trust and company documentation in respect of the private trust company (PTC). Our strong project management capability ensures an efficient and timely process.
Invest in our
far-sighted experience
Services we offer include:
- Establishing control provisions to reflect the PTC’s operational objectives
- Day-to-day administration and management of the PTC structure and provision of a licensed regulated corporate trustee
- Provision of board members for the PTC entity
- Facilitation of the efficient operation of ancillary committees i.e., protector committees and investment committees, including implementation of the required governance
- Completion of all statutory filings and obligations
Distinctly Different.
By your side throughout
From working with your advisor in relation to the relevant documents, to the day-to-day running of the PTC structure, our director-led teams will be with you at every step.
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.
Let’s stay in touch
Subscribe to our newsletter to hear our latest stories
Protector and enforcer services
Helping you plan for an unwritten future
We can provide a regulated corporate entity to act as a protector or successor protector of a trust or an enforcer of a purpose trust.
We work with the settlor and their family to define the robust objectives and provide reassurance that someone truly independent and with the requisite expertise and experience is acting on behalf of your family’s interests.
Invest in our
far-sighted experience
Services we can offer include:
- Provision of a fully-licenced and regulated corporate entity to fulfil the function of protector or enforcer
- Provision of dedicated individuals who can sit on a protector committee alongside the family’s designates
Distinctly Different.
Committed to your goals
Along with developing a detailed understanding of the structure, we build a strong relationship with your family and exercise a sensitivity to its dynamics in conducting our role.
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. We are director-led and our clients benefit from a high level of director engagement throughout.
Prepared for tomorrow
In an ever-changing world our expertise means your arrangements are regularly reviewed, ensuring they meet your family’s evolving needs.
Let’s stay in touch
Subscribe to our newsletter to hear our latest stories
Very private Jersey 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.
The very private Jersey Private Fund is one such example, being a private fund involving the pooling of capital raised for the fund where there are to be 15 or fewer offers and/or professional eligible investors.
Our experienced team can offer clients a full suite of services to their very private Jersey Private Fund.
Invest in our
far-sighted experience
Services we offer include:
- Provision of services in respect of very private Jersey Private Funds
- Working with external advisors to develop very private Jersey Private Fund structures
- Offering a full range of administrative services in respect of the very private Jersey Private Fund from formation services to wind-up, we ensure a depth of understanding and strong long-term client relationship
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.
Let’s stay in touch
Subscribe to our newsletter to hear our latest stories