Commenting on Katherine’s appointment, Heather Tibbo, CEO, Crestbridge Fiduciary, said:

“Katherine brings considerable technical expertise to the team, as well as unparalleled experience of working in a family office environment. As we continue to evolve and enhance our services to support the complex needs of global families, she will play a vital role as part of our senior team in driving forward our strategy of ambitious growth, underpinned by a keen focus on client service excellence.”

Katherine added:

“I’m excited to be joining a firm that is clearly going through an exciting period of growth and whose client-centric approach and focus on high quality service absolutely align with my own values. I am looking forward to working closely with my colleagues, using my experience to help propel the business forward as we continue to offer a top-quality offering for global families of wealth.”

The acquisition builds upon and accelerates our US market presence, following a successful six-year partnership with Wyoming-based Willow Street LLC. This joint venture enabled us to deliver a more comprehensive global service to our clients, enhance our jurisdictional expertise, and establish a reputation in the US for technical excellence and world-class service. The time is now right for us to stand alone, and our partnership with Willow Street has been concluded.

Today we also announce the appointment of Morgan Alleyn as Managing Director of our consolidated Wyoming business. As a US attorney, Morgan has an excellent perspective on how US-involved structures operate, considerable expertise in international tax and tax controversy, and a thorough understanding of cross-border trusts, estates, business interests and investments.

Our acquisition of WTC will enable us to continue operating with full independence and autonomy in support of our US clients, delivering a seamless cross-border service from both Wyoming and Jersey. The move consolidates our status as a leading multi-jurisdictional service provider, with a proven record of establishing and supporting even the most complex, globally dispersed structures.

In recognition of this, our firm will now be known globally as Crestbridge Fiduciary. This new identity better conveys our enhanced breadth and scope, whilst reaffirming our profound commitment to the values synonymous with the Crestbridge name. We remain a privately-owned fully independent firm, beholden only to the best interests of our clients.

All regulatory obligations in Wyoming have been completed with regard to the acquisition.

What has been the most difficult part of training?

What made you pick this challenge in particular?

Do you have a strategy for the race on the day?

What will be going through your mind as you cross the finish line?

With race day now fast approaching, Josh’s focus is clear: keep the mindset positive, embrace the discomfort, and push through every high and low the course brings.

Anyone wishing to donate can do so here.

Why is mental health in young people such an important issue for businesses?

How is Youthful Minds benefiting from Crestbridge’s support?

And likewise, how has the business benefited?

What’s impacted you most through supporting Youthful Minds’ activity this year?

What’s on the horizon for Crestbridge’s support of Youthful Minds?

Youthful Minds, part of Mind Jersey, works to support young people’s mental health in Jersey, providing guidance, understanding, and safe spaces for those who may be struggling.

Charlie Lucas, Senior Administrator at Crestbridge, put himself forward for the role of barber on the day.

Amy Hall, Children, Young Person and Families Service Manager at Mind Jersey, added: “This is an impressive and deeply personal fundraising initiative that takes real commitment and I’d like to thank Chloë for taking it on. We are truly grateful for all the support the team at Crestbridge continues to provide to Youthful Minds, both financially and by highlighting the importance of mental wellbeing amongst young people and in the workplace.”

Danielle Cottignies, Client Director at Crestbridge, added: “Siobhán is consistently professional and brings a welcome combination of energy, insight and composure to every challenge. Her technical maturity and team-first approach turn smart questions into practical improvements, inspiring confidence amongst clients, contacts and our wider team. She thoroughly deserves this recognition, and I encourage people to vote for her.”

People can vote for Siobhán now until 12 June through Jersey Finance’s dedicated Awards hub, with winners ultimately being announced at a ceremony on Friday 3 July at the Royal Jersey Showground.

Why do you feel Youthful Minds is such an important charity to support?

How have you been preparing for the race?

You only started long distance running fairly recently. What encouraged you to take it up?

We wish Josh every success as he takes on this challenge in support of our chosen charity, Youthful Minds.

Anyone wishing to donate can do so here.

No stranger to fundraising, Chloë has already completed a number of challenges to support local charities over recent years, including completing the Three Peaks Challenge, abseiling down Mont Orgueil last year, taking part in White Collar Boxing competitions twice, paddleboarding around the island and White Collar DJ-ing.

But as she explains, this year Chloë wanted to take on a different kind of challenge, more aligned with the mental health aims of the charity she is supporting:

Anyone wishing to donate to support Chloë’s ‘Brave the Shave’ challenge can do so here using reference ‘Brave the Shave donate’ in the comments.

Heather Tibbo, CEO, Crestbridge FOS, added: “This is such a personal challenge and I really admire Chloë for taking it on to support our chosen charity this year. Youthful Minds does an incredible amount to support young people right across our community and I’m really pleased that our team is continuing to make such a fantastic commitment to support their aims.”

Chloë’s challenge builds on colleague Josh Cullinan’s efforts to support Youthful Minds too – Josh will be raising money for Youthful Minds by competing in the London to Brighton Ultra Marathon in May, covering 100km in one single run from the capital to the south coast.

Amy Hall, Children, Young Person and Families Service Manager at Mind Jersey, added: “It’s fantastic that the team at Crestbridge Family Office Services is continuing to provide Youthful Minds with so much support this year. I’m truly grateful that Chloë is taking on such a personal initiative to support us, both financially and also by raising awareness around mental health in young people in the island.”

Heather Tibbo, CEO, Crestbridge FOS, added: “We are very proud of Josh for taking on this challenge in support of our chosen charity this year. The work Youthful Minds does in supporting young people in our community is crucial and aligns with our own company values of placing the wellbeing of people – our peers, our clients and their families – at the heart of what we do.”

Amy Hall, Children, Young Person and Families Service Manager at Mind Jersey, added: “It’s fantastic to have the continued support of Crestbridge Family Office Services again this year, and we’re truly grateful for the efforts Josh is going to, to raise money for Youthful Minds. Support like this is incredibly valuable in helping us to raise awareness around mental health in young people in the island, and we’ll absolutely be cheering him on as he undertakes this impressive challenge.”

Anyone wishing to donate can do so here.