Crestbridge Family Office Services helps families preserve and enhance their wealth. Working with trusted advisors, intermediaries, and directly with families, we span six of the leading international finance centres, offering a comprehensive breadth of services from accounting to philanthropic structures.

In an increasingly disrupted world, we bring far-sighted planning and create the enduring stability to enable clients to live their lives and pursue their passions. We consider both the family’s needs today, and the dreams of those who will carry its name into tomorrow. 

Crestbridge Fiduciary Limited is regulated by the Jersey Financial Services Commission.

Family

Real Estate

Crestbridge Family Office Services

Heather Tibbo

Daniel Cavey

Lesley Piner

Katrina Gottrell

Charlotte Williamson

Karen Morris

Ben le Lay

The Finance and Administration team at Crestbridge Family Office Services is responsible for managing the financial health and operational efficiency of the firm. This team oversees budgeting, financial reporting, and compliance, ensuring that all financial practices align with regulatory standards. Additionally, they support high-level decision-making by providing relevant financial insights, contributing to strategic planning, and maintaining strong organizational processes to enhance service delivery to families and their advisors.

Finance and Administration

Finance and Administration

About

Team members