Whatever your family’s long-term aims, we offer the technical expertise, insight and reach to help make them a reality.
Our independent outlook, director-led teams and robust project management help you to face the future with confidence.
The experience and breadth
to support the global needs of today’s families
Services tailored to your needs
- Accounting and reporting
- Company incorporation and administration
- Foundation incorporation and administration
- Governance services
- Luxury asset management
- Multi-jurisdictional and cross-border
- Outsourcing and virtual family office
- Philanthropic structures
- Pre-liquidity planning
- Private trust companies (PTC)
- Protector and enforcer services
- Trust establishment and administration
- Very private Jersey Private Funds
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Accounting and reporting
We can help you develop a streamlined approach to your accounting and reporting obligations.
In a constantly evolving regulatory environment we’ll ensure that you and your family enjoy a detailed and clear picture of your situation, and meticulous preparation of your accounts.
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In a constantly evolving regulatory environment we’ll ensure that you and your family enjoy a detailed and clear picture of your situation, and meticulous preparation of your accounts.
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Company incorporation and administration
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 work 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 also an independent business, free to work with whichever advisors best suit your needs.
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Our experienced team work 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 also an independent business, free to work with whichever advisors best suit your needs.
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Foundation incorporation and administration
Foundations are increasingly becoming 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 Crestbridge team offer in-depth experience in all aspects of foundations, including working with external legal advisors to develop the regulations and identifying the key foundation parties.
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Our Crestbridge team offer in-depth experience in all aspects of foundations, including working with external legal advisors to develop the regulations and identifying the key foundation parties.
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Governance services
We routinely 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.
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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.
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Luxury asset management
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.
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Multi-jurisdictional and cross-border
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 Crestbridge’s services in the countries in which they are needed.
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Our geographical platform ensures multi-jurisdictional families can benefit from Crestbridge’s services in the countries in which they are needed.
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Outsourcing and virtual family office
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.
The Crestbridge team bring the experience and judgment to integrate themselves at the appropriate level into your Family Office.
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The Crestbridge team bring the experience and judgment to integrate themselves at the appropriate level into your Family Office.
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Philanthropic structures
Families are increasingly focused on using their influence and resources on philanthropy and for the wider good. We are experienced at 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.
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Our client-led approach to supporting charitable pursuits helps ensure these structures effectively and efficiently address their long-term objectives.
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Pre-liquidity planning
Pre-liquidity planning is the considered, forward-thinking development of tax, estate, and financial strategies, put in place before a business sale or IPO to maximize net proceeds and reduce tax exposure.
Ideally begun 1–3 years in advance, effective planning can greatly lower tax liability and ensure wealth is aligned with personal objectives.
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Ideally begun 1–3 years in advance, effective planning can greatly lower tax liability and ensure wealth is aligned with personal objectives.
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Private trust companies (PTC)
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 and family control with the support and technical expertise of the Crestbridge team.
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We recognise the vital importance of blending family involvement and family control with the support and technical expertise of the Crestbridge team.
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Protector and enforcer services
We can provide a regulated corporate entity to act as a protector of a trust or an enforcer of a purpose trust. This helps ensure peace of mind that there is someone with the requisite expertise and experience acting on behalf of your family’s interests.
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Trust establishment and administration
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 Crestbridge team can work closely with you, asking the right questions to help establish the aims of the trust, including issues of succession, and agreeing suitable control provisions.
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Our experienced Crestbridge team can work closely with you, asking the right questions to help establish the aims of the trust, including issues of succession, and agreeing suitable control provisions.
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Very private Jersey Private Funds
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 their very private Jersey Private Funds.
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Our experienced team can offer clients a full suite of services to their very private Jersey Private Funds.
Speak to our team
Speak to one of our team members who will help you with how we can work together.
