"I have been working with Crestbridge Fiduciary for over three years on a complex, cross-border PTC for a multigenerational LATAM family and couldn’t be more pleased with the team. Because of the cross-border nature of the structure, we needed team members in both the US and offshore to lead the engagement.
Not only does CBF team provide this cross-border capability, they are also extremely proactive and collaborate effectively with the family’s sizeable advisory team - including multiple law firms, an OCIO, and a single family office in the family's home country.
They have developed a deep knowledge of the family's needs and have demonstrated excellent judgment around when to engage the various other services providers. Lastly, they're an absolute pleasure to work with."
