Crestbridge and Willow Street announce fiduciary services US joint venture

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Crestbridge and Willow Street announce fiduciary services US joint venture
Phil Harrington

A joint
venture between international family office services provider
Crestbridge and Wyoming-based Willow Street will establish an
enhanced proposition for clients.

The joint venture,
which is driven by client demand, aims to bring together the global
expertise of Crestbridge, which has a footprint in six major
international finance centres, with Willow Street’s in-depth trust
and fiduciary expertise and high-calibre client base. The partnership
will enable families with US-based interests to access a
comprehensive and highly sophisticated global platform for protecting
and structuring their wealth and assets. The two firms share similar
values, areas of expertise, and levels of service, making the joint
venture a natural fit.

Working with
families and their advisers for over fifteen years, Willow Street has
become the premier provider of trustee and fiduciary support services
in Wyoming. The firm provides an unparalleled level of expertise,
integrity, and commitment to be there for clients over multiple
generations.

Reflecting the
commitment of the joint venture, members of Crestbridge’s Family
Office Services team will work alongside Willow Street’s team in
their Wyoming office.

The move further
strengthens Crestbridge’s profile in the US, with the firm having
opened an office in New York last year to support its growing
US-based institutional client base.

Commenting on the
joint venture, John Harris, Chairman of Crestbridge, said: “This
represents a genuine commitment from both Crestbridge and Willow
Street, and is a hugely positive step in helping us to realise our
ambitions in the US, a market we are focused on and where our
business is seeing significant growth thanks to our independence and
emphasis on excellence and service quality. Together with our Family
Office Group Heads Heather Tibbo and Paul Hunter, I’m looking
forward to working with the team at Willow Street, in whom we have
found a true partner.”

Paul Hunter and Heather Tibbo

Phillip Harrington,
Chairman and CEO of Willow Street, added: “Not only does
Crestbridge offer global capabilities and further open up significant
international opportunities for Willow Street, it is also a firm with
a culture and client profile that mirror our own, making the
collaboration an easy one. This is an exciting move that will enhance
an already powerful value proposition for families looking for the
highest level of service, integrity, and commitment.”

About Crestbridge


We are a leading
global administration, management & corporate governance
solutions business.


We provide a broad
range of outsourced fiduciary, administrative, accounting and
compliance services globally – our expertise spans services, asset
classes and jurisdictions. Since 1998, we have been putting our
insight and experience to work for clients who include leading
corporations, sovereign wealth funds, investor groups, asset managers
and ultra-high net worth families.


Crestbridge employs
over 300 people and has six international offices: Bahrain, Cayman,
Jersey, London, Luxembourg and New York.


We are regulated in
our locations (see here
for more details)

Published January 23, 2020

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