Office Location: United States
I have worked with wealthy global families and their advisors for 25+ years. Most often, those families are seeking to invest in the US, transfer wealth to family members now in the US, or move to the US. My firm, Crestbridge Fiduciary, focuses exclusively on providing fiduciary services, working with multi-jurisdictional families to establish a custom trust structure, so they can achieve their investment, tax and estate planning objectives. We deliver those services from Wyoming, a top tier US trust jurisdiction. We often we work with our parent, Crestbridge Family Office Services, in Jersey, Channel Islands, where family planning requires multiple trust jurisdictions and services. Crestbridge is independent and a recognized expert in this space, providing a unique combination of expertise, a boutique approach, global reach and a flexible fee structure to match up to client needs.
Question : What drew you to specialise in private client law/ wealth advisory?
Answer: Multi-jurisdictional families provide the opportunity to consider, advise on, and implement complex structures- a very satisfying activity.
Question : With the evolving landscape of the private client world, what are recent trends or shifts you are excited to explore?
Answer: Changing governments and tax regimes in the US, UK and Latin America will lead to new planning opportunities to explore and implement for client.
Question : Where is your favourite place to take a peer for a cocktail or coffee?
Answer: My cottage in Canada, on the lake! Or a quiet place overlooking Central Park.