Crestbridge fiduciary

Name

Crestbridge fiduciary

Legal name

Crestbridge

Website

https://crestbridgefiduciary.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

51–100 employees

Short description

Crestbridge Fiduciary is a global fiduciary services firm serving ultra-high-net-worth individuals, family offices, and foundations with cross-border trust administration, company and foundation incorporation, governance, luxury asset management, and private trust company services across Jersey and Wyoming.

Ownership category

akta.pro rank

Product category

Trust and Fiduciary Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Trusts, Estates, and Agency Accounts (525920)

akta.pro primary industry

Family Office Trust & Fiduciary Services (FSAEAKAF)

akta.pro secondary industries

Trust Administration & Fiduciary Accounting Services (FSAAANAF), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Philanthropic & Charitable Trust Services (FSAAANAI), Guardianship & Conservatorship Services (FSAAANAG)

Keywords

• Fiduciary services
• Trust administration
• Family office services
• Wealth management
• Private fund services

Headquarters

HQ city

Jackson

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Fiduciary and Trust Administration Services: Fees for professional fiduciary services including trust establishment and administration, company incorporation and administration, and governance services. Revenue generated through recurring service fees for ongoing administration and one-time fees for structuring and setup.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Crestbridge Fiduciary delivers global fiduciary services including trust establishment and administration, company and foundation incorporation and administration, private trust companies, governance and protector/enforcer services, luxury asset management, philanthropic structures, pre-liquidity planning, and outsourcing or virtual family office services across multiple jurisdictions such as Jersey and Wyoming.

Differentiator

Problem solved

Functional benefit

Products and services

• Trust establishment and administration Creation and ongoing management of trust structures for fiduciary clients.
• Company incorporation and administration Corporate entity formation and ongoing administration services across jurisdictions.
• Foundation incorporation and administration Establishment and management of charitable and private foundations.
• Governance services Corporate governance support and advisory services.
• Luxury asset management Management of high-value tangible assets including art, yachts, aircraft, and other luxury holdings.
• Multi-jurisdictional and cross-border Cross-border fiduciary services spanning multiple jurisdictions.
• Outsourcing and virtual Family Office Services Comprehensive family office outsourcing solutions and virtual family office services.
• Philanthropic structures Charitable giving structures and philanthropic advisory services.
• Pre-liquidity planning Planning services for clients anticipating liquidity events.
• Private Trust Companies (PTC) Formation and administration of private trust company structures.
• Protector and enforcer services Trust protector and enforcer role services to safeguard beneficiary interests.
• Accounting and reporting Financial accounting services and reporting capabilities for fiduciary clients.
• Very private Jersey Private Funds Specialized private fund structures under Jersey's flexible regulatory framework.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Wyoming Trust CompanycoreOthers · 2 June 2026On June 2, 2026, Crestbridge Family Office Services acquired Wyoming Trust Company, forming the independent global fiduciary services provider Crestbridge Fiduciary. This acquisition expanded Crestbridge's geographic presence and capabilities, combining Wyoming Trust Company's U.S. expertise with Crestbridge's existing multi-jurisdictional services.

Scale indicators2 records

Direct peers

• JTC PLC: Jersey-headquartered global provider of fund administration, corporate, and private client services including trust and fiduciary administration. Closest publicly-listed peer to Crestbridge given shared Jersey roots, multi-jurisdictional footprint, and HNW/family office focus.
• Ocorian: Global fiduciary, fund administration, and corporate services provider formed through the merger of Estera and Mainstream. Directly comparable to Crestbridge across private client, trust, and corporate services for UHNW clients and family offices.
• TMF Group: Major global provider of corporate secretarial, fund administration, accounting, and fiduciary services across 80+ jurisdictions. Comparable service mix and target market, with broader geographic reach than Crestbridge.
• Intertrust / TCS Group: Global corporate, fund, and private client services firm (formerly Intertrust, now part of TCS Group/Trident Trust). Direct peer in trust administration, company incorporation, and cross-border fiduciary services for HNW families.
• Maples Group: Cayman and Irish-rooted global fiduciary, fund services, and legal services firm. Strong overlap with Crestbridge in cross-border structuring, private trust companies, and family office-adjacent services.
• Hawksford: Jersey-headquartered provider of corporate, private client, and fund administration services. Direct peer in Jersey-domiciled fiduciary and family office services for international clients.
• Sovereign Group: International fiduciary and corporate services group with offices across Europe, Asia, and the Americas. Highly comparable to Crestbridge in cross-border trust and corporate structuring for private clients.
• Stonehage Fleming: Leading multi-family office and private client advisory firm with fiduciary and trust capabilities. Comparable to Crestbridge in serving UHNW families with integrated wealth structuring and family office solutions.

Emerging players

• Sanctuary Wealth: U.S.-focused multi-family office platform serving HNW clients with planning, trust, and family office services. Partial overlap as a newer entrant building scale in the UHNW/family office space.

Regional players

• Conyers Dill & Pearman: Bermuda-domiciled law firm with extensive fiduciary, trust, and corporate services practice serving UHNW clients. Comparable service mix but primarily Caribbean-jurisdiction focus vs. Crestbridge's Jersey/Wyoming axis.

Market position

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Crestbridge fiduciary