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Crestbridge professionals discuss structuring, governance and NextGen demands at London private wealth forum

News
6 March 2023

Professionals from Crestbridge Family Office Services’ (FOS) discussed innovation in family office structuring, the growing importance of governance and the value of coaching the NextGen at a conference in London, hosted by Coutts in collaboration with ePrivateClient.

The event, which took place in February at Coutts’ London headquarters, and which formed the final instalment of a three-part series of events, explored the evolving family wealth advisory landscape in the 21st century.

Heather Tibbo, Group Head of Crestbridge FOS, spoke on a panel session at the event which highlighted the changing nature of family structuring, and examined the challenges and the steps advisers need to take to remain relevant. Heather was joined by Rachel Harrington, Executive Director at Coutts Family Office & Coutts Institute, who also moderated the first session, Georgina James, Partner at Farrer & Co, Catherine Grum, Head of Family Office Services at BDO, Alexander Erskine, Partner at Taylor Wessing, and Mark Stokes, Partner at Deloitte.

Among the topics discussed were the evolution of family structuring in an increasingly global and scrutinised environment, how to support greater communication and governance, and the importance of setting down shared values for harmony across the generations.

Commenting on the session, Heather said: “What’s clear is that family clients now are far more complex and sophisticated – they are multijurisdictional, multigenerational and engaged in multi-asset strategies. All this has implications for structuring and serves to underline the importance of good governance within family frameworks and communication.

“It also reinforces the appeal of structures that are as simple and as efficient as possible – housed in jurisdictions that can demonstrate excellent standards and delivered by institutions that can offer premium service quality.”

In addition, Daniel Channing, Director at Crestbridge FOS, participated in a session that explored the shifting demands and expectations of the NextGen within family structures. Moderated by Coutts Family Office and Institute Director Stuart May, this also featured expert speakers including Charlotte Matthews, Senior Associate at Taylor Wessing, Alex Fish, Associate Director at BDO, Chris Cook, Senior Associate at Baker Mackenzie, Lucy Lukic, Associate Director at Deloitte and Stefan Le Marquand, Manager at Highvern.

Pointing to the need for greater transparency within families and the challenges created by increased information flow between generations and family members, this session emphasised the need for tailored service in building lasting relationships with families. Daniel added:

“Catering to the individual needs of clients has always been about tailoring service, knowledge and structures – and the rising importance of the NextGen within family structures has exacerbated that. Listening to all stakeholders, including the NextGen, is critical in building trust, whilst being able to adapt quickly and seamlessly as the needs of families change, is vital in today’s environment.

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Crestbridge Family Office Services granted ACCA ‘approved employer’ accreditation

News
9 February 2023

Professionals from Crestbridge Family Office Services’ (FOS) discussed innovation in family office structuring, the growing importance of governance and the value of coaching the NextGen at a conference in London, hosted by Coutts in collaboration with ePrivateClient.

The event, which took place in February at Coutts’ London headquarters, and which formed the final instalment of a three-part series of events, explored the evolving family wealth advisory landscape in the 21st century.

Heather Tibbo, Group Head of Crestbridge FOS, spoke on a panel session at the event which highlighted the changing nature of family structuring, and examined the challenges and the steps advisers need to take to remain relevant. Heather was joined by Rachel Harrington, Executive Director at Coutts Family Office & Coutts Institute, who also moderated the first session, Georgina James, Partner at Farrer & Co, Catherine Grum, Head of Family Office Services at BDO, Alexander Erskine, Partner at Taylor Wessing, and Mark Stokes, Partner at Deloitte.

Among the topics discussed were the evolution of family structuring in an increasingly global and scrutinised environment, how to support greater communication and governance, and the importance of setting down shared values for harmony across the generations.

Commenting on the session, Heather said: “What’s clear is that family clients now are far more complex and sophisticated – they are multijurisdictional, multigenerational and engaged in multi-asset strategies. All this has implications for structuring and serves to underline the importance of good governance within family frameworks and communication.

“It also reinforces the appeal of structures that are as simple and as efficient as possible – housed in jurisdictions that can demonstrate excellent standards and delivered by institutions that can offer premium service quality.”

In addition, Daniel Channing, Director at Crestbridge FOS, participated in a session that explored the shifting demands and expectations of the NextGen within family structures. Moderated by Coutts Family Office and Institute Director Stuart May, this also featured expert speakers including Charlotte Matthews, Senior Associate at Taylor Wessing, Alex Fish, Associate Director at BDO, Chris Cook, Senior Associate at Baker Mackenzie, Lucy Lukic, Associate Director at Deloitte and Stefan Le Marquand, Manager at Highvern.

Pointing to the need for greater transparency within families and the challenges created by increased information flow between generations and family members, this session emphasised the need for tailored service in building lasting relationships with families. Daniel added:

“Catering to the individual needs of clients has always been about tailoring service, knowledge and structures – and the rising importance of the NextGen within family structures has exacerbated that. Listening to all stakeholders, including the NextGen, is critical in building trust, whilst being able to adapt quickly and seamlessly as the needs of families change, is vital in today’s environment.

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Villa d’Este panel debate highlights governance challenges

News
17 January 2023

Professionals from Crestbridge Family Office Services’ (FOS) discussed innovation in family office structuring, the growing importance of governance and the value of coaching the NextGen at a conference in London, hosted by Coutts in collaboration with ePrivateClient.

The event, which took place in February at Coutts’ London headquarters, and which formed the final instalment of a three-part series of events, explored the evolving family wealth advisory landscape in the 21st century.

Heather Tibbo, Group Head of Crestbridge FOS, spoke on a panel session at the event which highlighted the changing nature of family structuring, and examined the challenges and the steps advisers need to take to remain relevant. Heather was joined by Rachel Harrington, Executive Director at Coutts Family Office & Coutts Institute, who also moderated the first session, Georgina James, Partner at Farrer & Co, Catherine Grum, Head of Family Office Services at BDO, Alexander Erskine, Partner at Taylor Wessing, and Mark Stokes, Partner at Deloitte.

Among the topics discussed were the evolution of family structuring in an increasingly global and scrutinised environment, how to support greater communication and governance, and the importance of setting down shared values for harmony across the generations.

Commenting on the session, Heather said: “What’s clear is that family clients now are far more complex and sophisticated – they are multijurisdictional, multigenerational and engaged in multi-asset strategies. All this has implications for structuring and serves to underline the importance of good governance within family frameworks and communication.

“It also reinforces the appeal of structures that are as simple and as efficient as possible – housed in jurisdictions that can demonstrate excellent standards and delivered by institutions that can offer premium service quality.”

In addition, Daniel Channing, Director at Crestbridge FOS, participated in a session that explored the shifting demands and expectations of the NextGen within family structures. Moderated by Coutts Family Office and Institute Director Stuart May, this also featured expert speakers including Charlotte Matthews, Senior Associate at Taylor Wessing, Alex Fish, Associate Director at BDO, Chris Cook, Senior Associate at Baker Mackenzie, Lucy Lukic, Associate Director at Deloitte and Stefan Le Marquand, Manager at Highvern.

Pointing to the need for greater transparency within families and the challenges created by increased information flow between generations and family members, this session emphasised the need for tailored service in building lasting relationships with families. Daniel added:

“Catering to the individual needs of clients has always been about tailoring service, knowledge and structures – and the rising importance of the NextGen within family structures has exacerbated that. Listening to all stakeholders, including the NextGen, is critical in building trust, whilst being able to adapt quickly and seamlessly as the needs of families change, is vital in today’s environment.

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Fifth year of recognition for Crestbridge Family Office Group Head as one of industry’s ‘most influential’

News
17 January 2023

Professionals from Crestbridge Family Office Services’ (FOS) discussed innovation in family office structuring, the growing importance of governance and the value of coaching the NextGen at a conference in London, hosted by Coutts in collaboration with ePrivateClient.

The event, which took place in February at Coutts’ London headquarters, and which formed the final instalment of a three-part series of events, explored the evolving family wealth advisory landscape in the 21st century.

Heather Tibbo, Group Head of Crestbridge FOS, spoke on a panel session at the event which highlighted the changing nature of family structuring, and examined the challenges and the steps advisers need to take to remain relevant. Heather was joined by Rachel Harrington, Executive Director at Coutts Family Office & Coutts Institute, who also moderated the first session, Georgina James, Partner at Farrer & Co, Catherine Grum, Head of Family Office Services at BDO, Alexander Erskine, Partner at Taylor Wessing, and Mark Stokes, Partner at Deloitte.

Among the topics discussed were the evolution of family structuring in an increasingly global and scrutinised environment, how to support greater communication and governance, and the importance of setting down shared values for harmony across the generations.

Commenting on the session, Heather said: “What’s clear is that family clients now are far more complex and sophisticated – they are multijurisdictional, multigenerational and engaged in multi-asset strategies. All this has implications for structuring and serves to underline the importance of good governance within family frameworks and communication.

“It also reinforces the appeal of structures that are as simple and as efficient as possible – housed in jurisdictions that can demonstrate excellent standards and delivered by institutions that can offer premium service quality.”

In addition, Daniel Channing, Director at Crestbridge FOS, participated in a session that explored the shifting demands and expectations of the NextGen within family structures. Moderated by Coutts Family Office and Institute Director Stuart May, this also featured expert speakers including Charlotte Matthews, Senior Associate at Taylor Wessing, Alex Fish, Associate Director at BDO, Chris Cook, Senior Associate at Baker Mackenzie, Lucy Lukic, Associate Director at Deloitte and Stefan Le Marquand, Manager at Highvern.

Pointing to the need for greater transparency within families and the challenges created by increased information flow between generations and family members, this session emphasised the need for tailored service in building lasting relationships with families. Daniel added:

“Catering to the individual needs of clients has always been about tailoring service, knowledge and structures – and the rising importance of the NextGen within family structures has exacerbated that. Listening to all stakeholders, including the NextGen, is critical in building trust, whilst being able to adapt quickly and seamlessly as the needs of families change, is vital in today’s environment.

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Success for Crestbridge at first Wealthbriefing Channel Islands Awards

News
9 December 2022

Professionals from Crestbridge Family Office Services’ (FOS) discussed innovation in family office structuring, the growing importance of governance and the value of coaching the NextGen at a conference in London, hosted by Coutts in collaboration with ePrivateClient.

The event, which took place in February at Coutts’ London headquarters, and which formed the final instalment of a three-part series of events, explored the evolving family wealth advisory landscape in the 21st century.

Heather Tibbo, Group Head of Crestbridge FOS, spoke on a panel session at the event which highlighted the changing nature of family structuring, and examined the challenges and the steps advisers need to take to remain relevant. Heather was joined by Rachel Harrington, Executive Director at Coutts Family Office & Coutts Institute, who also moderated the first session, Georgina James, Partner at Farrer & Co, Catherine Grum, Head of Family Office Services at BDO, Alexander Erskine, Partner at Taylor Wessing, and Mark Stokes, Partner at Deloitte.

Among the topics discussed were the evolution of family structuring in an increasingly global and scrutinised environment, how to support greater communication and governance, and the importance of setting down shared values for harmony across the generations.

Commenting on the session, Heather said: “What’s clear is that family clients now are far more complex and sophisticated – they are multijurisdictional, multigenerational and engaged in multi-asset strategies. All this has implications for structuring and serves to underline the importance of good governance within family frameworks and communication.

“It also reinforces the appeal of structures that are as simple and as efficient as possible – housed in jurisdictions that can demonstrate excellent standards and delivered by institutions that can offer premium service quality.”

In addition, Daniel Channing, Director at Crestbridge FOS, participated in a session that explored the shifting demands and expectations of the NextGen within family structures. Moderated by Coutts Family Office and Institute Director Stuart May, this also featured expert speakers including Charlotte Matthews, Senior Associate at Taylor Wessing, Alex Fish, Associate Director at BDO, Chris Cook, Senior Associate at Baker Mackenzie, Lucy Lukic, Associate Director at Deloitte and Stefan Le Marquand, Manager at Highvern.

Pointing to the need for greater transparency within families and the challenges created by increased information flow between generations and family members, this session emphasised the need for tailored service in building lasting relationships with families. Daniel added:

“Catering to the individual needs of clients has always been about tailoring service, knowledge and structures – and the rising importance of the NextGen within family structures has exacerbated that. Listening to all stakeholders, including the NextGen, is critical in building trust, whilst being able to adapt quickly and seamlessly as the needs of families change, is vital in today’s environment.

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Crestbridge Family Office Services appoints Director to support sustained growth

News
1 November 2022

Crestbridge has appointed Laura Parkes as a Director in its Family Office Services team as the firm continues to enhance its proposition for supporting the increasingly complex needs of globally-dynamic families.

In her new role based in Jersey, Laura will work closely with Crestbridge’s award-winning multijurisdictional team to ensure that clients continue to receive a bespoke service and benefit from the firm’s suite of tailored fiduciary services.

Against the backdrop of an increasingly complex global environment, Laura will lead on a number of family office structures administered in Jersey for clients in the Americas, Canada and the UK, whilst also supporting business development efforts in the Americas, including working with Crestbridge Fiduciary, the firm’s US joint venture with Willow Street.

With more than 20 years’ experience in the private client trust industry, Laura has an impressive understanding of the international family office landscape and dealing with multi-jurisdictional fiduciary and corporate structures holding various assets including externally and client-managed private companies, various types of investment portfolios, residential and commercial property, development projects and aviation.

Prior to joining Crestbridge, Laura worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients. Laura holds a Certificate of Offshore Administration, a CMI Certificate in Management and Leadership, is a full STEP member and formed part of a select group of industry individuals to be part of the first Jersey-based Build Back Better programme in Sustainable Finance.

Heather Tibbo, Group Head of Family Office Services at Crestbridge, said:

“There’s no doubt that the needs and ambitions of globally dynamic families are becoming increasingly sophisticated, whilst at the same time the environment they are operating in is becoming more complex and challenging. The demand for outsourced, specialist, quality support is rising like never before, and with that in mind I am delighted to welcome Laura to our team, as we continue to provide the premium, institutional-grade service families need.

“Her considerable experience in leading specialist teams and delivering the kind of multijurisdictional solutions families and family offices are looking for will add considerable value to our existing proposition and help cement our reputation as a leader in the family office services landscape.”

 

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Five recognised in mid-year promotions

News
1 July 2022

Crestbridge has appointed Laura Parkes as a Director in its Family Office Services team as the firm continues to enhance its proposition for supporting the increasingly complex needs of globally-dynamic families.

In her new role based in Jersey, Laura will work closely with Crestbridge’s award-winning multijurisdictional team to ensure that clients continue to receive a bespoke service and benefit from the firm’s suite of tailored fiduciary services.

Against the backdrop of an increasingly complex global environment, Laura will lead on a number of family office structures administered in Jersey for clients in the Americas, Canada and the UK, whilst also supporting business development efforts in the Americas, including working with Crestbridge Fiduciary, the firm’s US joint venture with Willow Street.

With more than 20 years’ experience in the private client trust industry, Laura has an impressive understanding of the international family office landscape and dealing with multi-jurisdictional fiduciary and corporate structures holding various assets including externally and client-managed private companies, various types of investment portfolios, residential and commercial property, development projects and aviation.

Prior to joining Crestbridge, Laura worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients. Laura holds a Certificate of Offshore Administration, a CMI Certificate in Management and Leadership, is a full STEP member and formed part of a select group of industry individuals to be part of the first Jersey-based Build Back Better programme in Sustainable Finance.

Heather Tibbo, Group Head of Family Office Services at Crestbridge, said:

“There’s no doubt that the needs and ambitions of globally dynamic families are becoming increasingly sophisticated, whilst at the same time the environment they are operating in is becoming more complex and challenging. The demand for outsourced, specialist, quality support is rising like never before, and with that in mind I am delighted to welcome Laura to our team, as we continue to provide the premium, institutional-grade service families need.

“Her considerable experience in leading specialist teams and delivering the kind of multijurisdictional solutions families and family offices are looking for will add considerable value to our existing proposition and help cement our reputation as a leader in the family office services landscape.”

 

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Double STEP shortlisting highlights strength and quality of Crestbridge team

News
30 June 2022

Crestbridge has appointed Laura Parkes as a Director in its Family Office Services team as the firm continues to enhance its proposition for supporting the increasingly complex needs of globally-dynamic families.

In her new role based in Jersey, Laura will work closely with Crestbridge’s award-winning multijurisdictional team to ensure that clients continue to receive a bespoke service and benefit from the firm’s suite of tailored fiduciary services.

Against the backdrop of an increasingly complex global environment, Laura will lead on a number of family office structures administered in Jersey for clients in the Americas, Canada and the UK, whilst also supporting business development efforts in the Americas, including working with Crestbridge Fiduciary, the firm’s US joint venture with Willow Street.

With more than 20 years’ experience in the private client trust industry, Laura has an impressive understanding of the international family office landscape and dealing with multi-jurisdictional fiduciary and corporate structures holding various assets including externally and client-managed private companies, various types of investment portfolios, residential and commercial property, development projects and aviation.

Prior to joining Crestbridge, Laura worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients. Laura holds a Certificate of Offshore Administration, a CMI Certificate in Management and Leadership, is a full STEP member and formed part of a select group of industry individuals to be part of the first Jersey-based Build Back Better programme in Sustainable Finance.

Heather Tibbo, Group Head of Family Office Services at Crestbridge, said:

“There’s no doubt that the needs and ambitions of globally dynamic families are becoming increasingly sophisticated, whilst at the same time the environment they are operating in is becoming more complex and challenging. The demand for outsourced, specialist, quality support is rising like never before, and with that in mind I am delighted to welcome Laura to our team, as we continue to provide the premium, institutional-grade service families need.

“Her considerable experience in leading specialist teams and delivering the kind of multijurisdictional solutions families and family offices are looking for will add considerable value to our existing proposition and help cement our reputation as a leader in the family office services landscape.”

 

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Heather Tibbo featured in the inaugural Leadership Jersey publication

News
5 April 2022

A lawyer by training and with over 25 years’ experience in the private client sector, Heather is responsible for Crestbridge’s Family Office Services business. 

A member of the Crestbridge executive team, Heather also manages the US joint venture, Crestbridge Fiduciary LLC.  One of the most awarded executives in Jersey’s financial sector, Heather is a consistent feature on ePrivateclient’s Top 50 Most Influential list and in 2021 topped the Women in Wealth Management category in the WealthBriefing European Awards.

As Group Head of a professional services organisation, emphasising the importance of building trusted relationships is central to Heather’s leadership philosophy.  She vigorously encourages joined-up and far-sighted thinking throughout her team and promotes regular and open feedback from across the business to nurture a supportive and high-performance culture.

Who has inspired you?

Leading international private client lawyer Richard Hay taught me many important lessons; one of the key ones was that preparation is everything!

I recently read Edith Edgar’s ‘The Choice’.  It tells the true story of an Auschwitz survivor who trained to be a psychiatrist and is a study of resilience and self-determination. Her ethos is that everyone has the choice whether to be a victim or a survivor.

How would you describe your leadership style in three words?

Collaborative, supportive, open.

What makes a successful leader?

Empathy.  I believe in every scenario it is essential to put yourself in the shoes of the person or team you are working with or leading.

What advice would you give to aspiring leaders?

Follow your gut instincts, treat everything as an opportunity to learn and don’t let ‘perfect’ obstruct progress.  Things sometimes go wrong.  When they do, rise, reflect and move forward.

 

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Daniel Channing joins the PCD Club “Entrepreneurs’ Boardroom”

News
23 February 2022

Daniel Channing, Director in Crestbridge’s Family Office Services Team, joined an expert panel brought together by the Private Client Dining Club ahead of their first in-person event of 2021 in London.

The panel comprised of a range of individuals from the trust, family office services, private client, legal, banking and accountancy industry.

The panel discussed key issues for entrepreneur clients including challenges and trends that have emerged over the last 18 months. Notably, there was consensus across the panel that, despite initial forecasts, entrepreneurs had been exceptionally active with every indication that this momentum was likely to continue.

Highlights from panel’s engaging discussion are set out in the Entrepreneurs’ Boardroom article in the latest issue of the Private Client Dining Club’s Digital Magazine here.