Crestbridge Family Office

What Crestbridge Family Office does

Crestbridge Fiduciary (formerly Crestbridge Family Office Services) is a privately-owned, independent fiduciary and family office services firm founded in 2013 and headquartered in St Helier, Jersey. The firm delivers trust establishment and administration, company and foundation incorporation, private trust companies, protector and enforcer services, accounting and reporting, governance, pre-liquidity planning, philanthropic structures, luxury asset coordination, and outsourcing/virtual family office services to ultra-high-net-worth families and their intermediaries. Services are delivered through director-led teams under a bespoke, retainer and project-based fee model with no public pricing tiers. The firm operates regulated entities in Jersey (JFSC), Wyoming (Wyoming Division of Banking, via acquired Wyoming Trust Company), London (ICAEW, via WSM Advisors), and the Cayman Islands (CIMA, via Bridgestream Group), enabling multi-jurisdictional structures across the principal UHNW wealth jurisdictions.

The firm's core service platform spans 13 integrated modules organized around three customer segments: internationally-mobile UHNW families, US-connected families requiring PFIC/QSBS/FATCA expertise, and Middle East/GCC families requiring Sharia'a-compliant structures. Go-to-market is enterprise-level, advisory-led, and primarily intermediated through legal counsel, tax advisors, private banks, and wealth managers; demand is generated through STEP/Jersey Finance/WealthBriefing event sponsorship, thought leadership content, and consistent industry-award recognition. Revenue is dominated by recurring retainer and subscription fees for ongoing trust and family office administration, supplemented by one-time incorporation fees and project-based specialized advisory engagements.

The business has grown to 43 colleagues as of 2023, with continued hiring through 2024–2026 across Jersey and the US. The 2023 divestiture of the institutional fund administration business left the family office services division as the remaining entity, which then rebranded to Crestbridge Fiduciary in 2026 alongside the acquisition of Wyoming Trust Company to consolidate its US platform following the end of the Willow Street partnership. Revenue figures are not publicly disclosed, and the firm has no external funding, operating on internally generated cash flow.

Name

Crestbridge Family Office

Legal name

Crestbridge Fiduciary Limited

Website

https://crestfos.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

Crestbridge Fiduciary is a privately-owned, independent multi-jurisdictional fiduciary and family office services firm serving ultra-high-net-worth families through trust administration, corporate services, governance, and pre-liquidity planning across Jersey, Wyoming, London, and the Cayman Islands.

Ownership category

akta.pro rank

Product category

Family Office & Fiduciary Services

NAICS

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

akta.pro primary industry

Family Office Trust & Fiduciary Services (FSAEAKAF)

akta.pro secondary industries

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Trust Administration & Fiduciary Accounting Services (FSAAANAF), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Family office services
• Trust administration
• Fiduciary services
• Wealth structuring
• Private client services

Headquarters

HQ city

St. Helier

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Fiduciary and trust administration services: Ongoing fees for trust establishment, administration, and management of multi-jurisdictional structures. Revenue is recurring in nature, driven by long-term client relationships and retainer-based engagements.
2. Family office and outsourcing services: Virtual family office and outsourced services billed on a retainer or service-agreement basis, providing secretarial, administrative, governance, bookkeeping, accounting, and project implementation support.
3. Company incorporation and administration: One-time incorporation fees plus ongoing administration service fees for corporate vehicles within family structures.
4. Specialized advisory services: Pre-liquidity planning, governance services, luxury asset management coordination, and philanthropic structure setup — billed as project or retainer engagements.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Crestbridge Fiduciary provides multi-jurisdictional family office and fiduciary services to ultra-high-net-worth individuals, families, and family offices globally. Its core offerings include trust establishment and administration, company and foundation incorporation and administration, private trust companies, protector and enforcer services, accounting and reporting, governance, pre-liquidity planning, philanthropic structures, luxury asset management, and outsourcing/virtual family office services. The firm delivers these through a director-led model operating from Jersey, Wyoming, London, and the Cayman Islands.

Product overview

Crestbridge Fiduciary operates as a multi-jurisdictional fiduciary and family office services provider offering a comprehensive suite of 13 integrated service modules. The core portfolio includes trust establishment and administration, private trust companies (PTC), and protector/enforcer services for trust governance. These are complemented by corporate services (company and foundation incorporation and administration), accounting and reporting, and pre-liquidity planning. The firm also provides cross-border services (operating through Jersey, Cayman, London, and Wyoming), luxury asset management, outsourcing and virtual family office services, governance services, and philanthropic structures. All services are director-led, independent, and tailored to ultra-high-net-worth families and internationally-mobile clients requiring complex, multi-jurisdictional structures.

Differentiator

Problem solved

Functional benefit

Products and services

• Trust Establishment and Administration Day-to-day trust administration services including licensed regulated corporate trustee provision, PTC incorporation, directed trusts, discretionary powers trusts, life insurance trusts, settlor reserved powers trusts, foreign grantor and non-grantor trusts, and FATCA/CRS reporting for UHNW families.
• Company Incorporation and Administration Incorporation services, provision of directors, company administration and secretarial services, and re-domiciliation of companies to support family long-term needs and succession aims.
• Foundation Incorporation and Administration In-depth experience in all aspects of foundations including provision of council members, day-to-day administration, FATCA and CRS reporting, and assistance with governance structures for philanthropic and succession planning objectives.
• Private Trust Companies (PTC) Establishment and administration of private trust companies, providing control provisions, day-to-day management, licensed regulated corporate trustee provision, board members, and facilitation of ancillary committees including protector and investment committees.
• Protector and Enforcer Services Provision of a regulated corporate entity to act as protector or successor protector of a trust, or enforcer of a purpose trust, offering independence and expertise acting on behalf of family interests.
• Accounting and Reporting Comprehensive accounting and reporting services including annual financial statements, day-to-day bookkeeping, bespoke combination reporting, audit liaison, and Jersey tax returns for companies, trusts, foundations, and partnerships.
• Governance Services Project management for structure implementation, high-level governance framework reviews, family charters, committee structures, oversight coordination, record keeping, and regulatory reporting for families.
• Luxury Asset Management Management of high-value complex luxury assets including project management for purchases/sales of yachts, aircraft, vehicles, property, art, and jewellery, along with refurbishment coordination and transaction documentation.
• Multi-Jurisdictional and Cross-Border Services Cross-jurisdictional structures delivered through Jersey, Cayman, London, and Wyoming, providing solutions for international clients and US-connected families and streamlining providers for a consolidated seamless service.
• Outsourcing and Virtual Family Office Services Full suite of outsourced services including secretarial support, governance, bookkeeping, accounting, financial statements, project implementation, and coordination of external advisors for family offices.
• Philanthropic Structures Implementation and operation of structures for philanthropic aims including establishment of multi-generational structures, due diligence on charity recipients, assistance with zakat obligations, and full-service administration for charitable trusts and foundations.
• Pre-Liquidity Planning Tax, estate, and financial strategy planning before business sales or IPOs, including QSBS planning, valuation-sensitive transfers, trust establishment for wealth transfer and asset protection, and post-liquidity family governance structures.
• Very Private Jersey Private Funds Full suite of services for very private Jersey Private Funds, including formation, administration, and wind-up for private funds with 15 or fewer professional eligible investors, leveraging Jersey's strong reputation as an offshore investment fund location.

Quantifiable outcome

• 43 colleagues and a decade of continued growth as a privately-owned independent business
• +2 more outcomes

Named customers1 record

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Wyoming Trust Company (WTC)coreStrategic or Co-development Partner · 3 June 2026Crestbridge Fiduciary acquired Wyoming Trust Company (WTC) — Wyoming's first chartered trust company with over 30 years of history serving US and international clients. The acquisition completed all regulatory obligations in Wyoming and WTC became a wholly owned subsidiary of Crestbridge Fiduciary. This acquisition consolidated Crestbridge's US platform following the conclusion of its partnership with Willow Street LLC.

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• IQ-EQ: Global investor services firm offering fiduciary, corporate, and fund administration including private client services across Jersey, Cayman, and other key jurisdictions. Significantly larger scale; comparable service portfolio for UHNW families.
• JTC Group: Large listed global provider of fund administration, corporate, and private client services including family office and trust services across Jersey, Cayman, and other jurisdictions. Much larger and publicly listed, but competes in the same UHNW trust administration space.
• Rothschild & Co Trust: Global wealth and trust services arm of the Rothschild group, providing fiduciary, trust, and family office services to HNW/UHNW families. Larger and brand-tier; comparable trust administration capabilities though positioned for larger families.
• Sanne Group (now Apex Group): Large global provider of fund administration, corporate services, and private client solutions acquired by Apex Group. Serves UHNW family office clients with comparable fiduciary services but as part of much broader institutional offering.
• LGT Private Office: Private banking and family office services division of LGT Group, offering integrated wealth advisory, trust, and family office services to UHNW families globally. Bank-owned but with deep family office expertise, comparable for sophisticated cross-border families.
• TMF Group: Global provider of administrative, trust, and corporate services across 80+ jurisdictions including Jersey, Cayman, and US. Competes in family office and fiduciary services though primarily serves broader corporate and institutional markets.

Direct peers

• Ocorian: Global fiduciary, trust, corporate, and fund administration services firm with major Jersey and Cayman operations serving UHNW families. Comparable multi-jurisdictional offering following its merger with Estera; serves similar client base with similar services.
• Trident Trust: Independent global corporate, trust, and family office services firm with strong presence in Jersey, Cayman, and other offshore centers. Comparable multi-jurisdictional private client offering for UHNW families with similar independence positioning.
• Zedra Group: Independent global trust, corporate, and family office services firm with strong presence in Jersey, Cayman, and other offshore jurisdictions. Directly comparable multi-jurisdictional fiduciary offering for UHNW clients, though at significantly larger scale.
• Oak Group: Independent Jersey-based trust and family office services firm serving UHNW families with multi-jurisdictional capabilities. Closely comparable in scale, jurisdiction footprint, and director-led service model targeting similar family office clients.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/crestbridge-family-office-services

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Subsidiaries8 records

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 Family Office