In working with UHNW families and trusted advisors our Family Office Services team understand that technical expertise and deep industry experience are just the beginning. To these we add flawless service and a zealous attention to detail, creating the streamlined and holistic proposition our clients have come to expect. Allowing them to pursue life’s other interests with absolute peace of mind.

Acting as trustees and directors, we understand the highly diverse needs of globally dynamic families. From the administration of a single asset to the provision of services to complex multi-jurisdictional structures holding financial investments, residential and commercial real estate, operating companies, and luxury assets such as yachts, private jets, collections, Shari'a compliant structures and philanthropic interests.

We also provide outsourced administration services and support to established family offices, both on a permanent and ad hoc basis.

We are strengthening our presence in key jurisdictions. In 2020 ‘Crestbridge Fiduciary LLC  was created to better support Families with US-based interests, providing a sophisticated and comprehensive global platform for protecting and structuring their wealth and assets. This joint venture with Wyoming-based Willow Street was formed in response to exceptional client demand, consolidating our global expertise with Willow Street’s in-depth trust and fiduciary capability and high-calibre client base.

In a rapidly changing world, revealing new and exciting opportunities, our steady hand, independent thinking and international reach provides UHNW families with the foresight and assurance they deserve.

For information on our services, please click here and read more here.

 

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Accounting and reporting

Establishment & administration of trusts

Foundations

Multi-jurisdictional trust & company administration

Philanthropic structures

Protector services

Transactional support

Governance services