Crestbridge Fiduciary Joint Venture

Willow Street and international trust services provider Crestbridge entered a joint venture in January 2020 to give families who have — or desire to have — US-based interests access to a comprehensive, sophisticated platform for protecting and structuring wealth.

Driven by client demand, Crestbridge Fiduciary brings together the global expertise of Crestbridge, which has a footprint in seven major international finance centers, and Willow Street’s in-depth trust and fiduciary expertise and high-caliber client base. We work agilely across borders, providing one cohesive team, nimbly managing structures across multiple jurisdictions.

Located in Willow Street’s office in Jackson, Wyoming, the Crestbridge Fiduciary team brings deep, diverse expertise and an uncompromising level of integrity to its high-touch relationship management. We specialize in complex multijurisdictional fiduciary, governance, and administrative solutions, especially with structures in Wyoming, the Cayman Islands, and Jersey.

Crestbridge Fiduciary pairs resolute client focus with a high level of transparency, responsiveness, and close collaboration with families and their teams of advisors. We are committed to being there for client families for the long term.

Commenting on the joint venture, Phillip Harrington, Chairman and CEO of Willow Street, said: “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.”

John Harris, Chairman of Crestbridge, added: “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.”

Please click here to learn more about Crestbridge Fiduciary, and contact us to initiate a conversation.

Crestbridge Fiduciary Board of Managers

Portrait of Phillip J Harrington, Jr. for Willow Street Group
Portrait of Tricia Overdyke CTFA, TEP, Chief Operating Officer at Willow Street Group family trust.

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