Crestbridge Family Office Services

Overview

Crestbridge Family Office Services Limited is a current Jersey Financial Services Commission regulated entity in the Trust Company Business category. Its permissions include company and partnership directorship, secretary services, registered-office services, nominee services, and foundation council functions.¹

The firm says it operates as an independent, privately owned provider based in Jersey, supporting clients internationally through a progressive, flexible, and service-focused model.²³

History

Crestbridge Family Office Services says it opened in 2013.²

Leadership

Heather Tibbo is Chief Executive Officer. The firm says she was one of its founders in 2013 and has more than 25 years of experience supporting ultra-high-net-worth individuals and families.⁴

Services

Its outsourced family office offering covers secretarial and administrative support, governance, bookkeeping, accounting, management accounting, financial statements, regulatory reporting, filings, project implementation, adviser coordination, investment transaction administration, and cash and payment management.⁵

Crestbridge provides annual financial statements for companies, trusts, foundations, and partnerships, together with day-to-day accounting and bookkeeping, bespoke combination reporting, and accounting support for corporate transactions.⁶

The firm provides cross-jurisdictional support through Jersey, Cayman, London, and Wyoming, including solutions for international clients and those with a United States connection.⁷

What the firm offers

• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Cross-border planning

Client Focus

Crestbridge describes its clients as ultra-high-net-worth individuals, families, institutions, and corporate clients requiring comprehensive family office services.⁸

Its teams are director led, with direct director engagement throughout client relationships. The firm can also work alongside an existing family office without requiring a trustee appointment.⁶

Approach

Crestbridge identifies integrity, professionalism, and agility as central values guiding its client service and operations.³

FAQs

Related resources

• LocationMultifamily offices in Jersey

  This page helps compare Jersey based multifamily office providers by service scope and client focus. It gives context for assessing outsourced administration, fiduciary work, accounting, reporting, and governance support for an ultra high net worth family with Jersey or other cross-border connections.

• Network siteOffshoreTrusts.com

  OffshoreTrusts.com explains how international trusts and related structures may fit into cross-border asset planning. The guides can help a family prepare questions about trusteeship, fiduciary administration, succession, philanthropy, and coordination across jurisdictions when reviewing a Jersey family office services provider.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. Its material can help an owner compare outsourced support with internal capabilities, especially for family governance, education, administration, reporting, and coordination among family members and advisers.

• GuideData privacy and security with an MFO

  This resource outlines privacy and security questions to raise with a multifamily office. A prospective client can use it to discuss handling of financial records, bill payment instructions, family information, access controls, reporting systems, and cross-border data considerations before sharing sensitive material.

• Similar firmsHawksford
  Aqua Group Ltd
  Oakbridge Wealth

  Profiles for Hawksford, Aqua Group Ltd, and Oakbridge Wealth provide nearby comparison points on this site. Reviewing their stated services and regional focus can help a family identify which questions to ask about trust and fiduciary work, philanthropy, family governance, administration, bill pay, and cross-border planning.

Sources

1. Jersey Financial Services Commission regulated-entity record
2. Crestbridge Family Office Services team support and client operations description
3. Crestbridge Family Office Services marketing manager description
4. Crestbridge profile of Heather Tibbo
5. Crestbridge outsourced and virtual family office service
6. Crestbridge services overview
7. Crestbridge multi-jurisdictional and cross-border service
8. Crestbridge profile of Heather Tibbo

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.