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Professional Biography

Heather has over 25 years’ experience in the UHNW sector and is responsible for the Family Office Services business at Crestbridge. She has worked with UHNWIs, their families and institutions to provide a comprehensive range of family office services to families and corporate clients based in multiple jurisdictions. Heather also has extensive experience in management of client and intermediary relationships. Heather is a lawyer by background and has previously advised individuals, intermediaries and trustees in relation to offshore matters. Subsequently, she became involved in assisting in the development of wealth management organisations, focusing on her strong relationships with advisors and their clients. As a member of the Crestbridge Group’s executive team she inputs into the strategic direction and expansion of the Group. Heather played a pivotal role in establishing Crestbridge Fiduciary, a joint venture with leading US fiduciary Willow Street, and is a member of its board

What is your favorite restaurant to take a client or colleague to?

Franco's, Hermyn Street

What is the best piece of advice you have ever received?

Always put yourself firmly in your clients’ shoes - being able to empathise, identify their motivations & needs and assess situations through the clients’ eyes is key.

What was your first job?

Temping in a hire car company during the holidays.

What is the book you recommend to everyone?

The Choice – a truly inspirational memoir from holocaust survivor, Edith Eger, who shows that we all have a choice as to how we deal with life. Above all we need hope.

What changes do you expect to see in your practice over the next year?

I think there will be even greater appetite for fiduciaries who actively support the financial and commercial affairs of clients, which determine how they would like to see their structures working. This means pro-active and responsive trustees are key.