In an increasingly dynamic marketplace, it's important to stay informed. We bring you the latest news, perspectives, and opinions on regional and global events to help provide a clearer view of emerging trends and opportunities.
Crestbridge Fiduciary was delighted to participate in two insightful industry events this month....
Crestbridge Fiduciary was a proud sponsor of the recent International Bar Association 29th Annual International Private Client tax Conference in London....
Based in New York City, and with over 25 years’ experience working with UHNW families and their advisors, Darrell King is the managing director, Americas for Crestbridge Fiduciary LLC....
Crestbridge Fiduciary is pleased to announce the appointment of well-known industry professional Darrell King to the newly created role of Managing Director, Americas based in New York City....
In the current environment, many families are reevaluating and modifying their fiduciary structures. To assist in these discussions, we have created a reference summary of state laws that client families should consider when establishing wealth transfer plans and structures, including taxation, trus...
The demand for US connectivity amongst international families continues to rise, putting the integration of US and non-US structures in the spotlight. In the latest STEP Journal, Betty Andrikopoulos and Paul Hunter explore what this sustained trend means for families and how advisors can effectively...
Willow Street, one of Crestbridge Fiduciary’s two parent companies, announced on Dec 1 that it has combined with US multi-family office Pathstone....
Against a backdrop of rising demand for fiduciary and family office support in a complex environment, Betty Andrikopoulos and Daniel Channing of Crestbridge Fiduciary explore how advisors need to adapt to meet evolving Latin American family needs....
We are proud to sponsor the STEP LatAm Conference on September 22 and 23 which will take place at the Hilton Hotel in Panama....
By Paul Hunter and Scott Weaver, as published in the latest issue of Private Client Global Elite: The Month...
We are delighted to sponsor and attend this year’s 11th annual STEP Miami Summit which will take place at the Four Seasons Hotel on May 13th....
Crestbridge Fiduciary is a Gold Sponsor at this year’s Institute for Family Governance (IFG) Miami annual conference on December 1....
We are pleased to announce that Governor Mark Gordon has appointed Crestbridge Fiduciary Chairman Phillip Harrington to represent public chartered trust companies on the Wyoming State Banking Board....
As first published in the STEP Journal Dynamic Governance Structures for International Families: A US Perspective by Dominic Lawton-Smith & Scott Weaver...
We’re proud to sponsor “Intro to International Tax Planning for Cross-Border Families with a Focus on LatAm and Spain,” a joint online event between STEP MIAMI and STEP USA on Thursday, Feb 4 at 12:00PM EST / 5:00PM GMT. Speakers will reflect on key concepts of international planning, different lega...
As first published in the STEP Journal The evolution of the US-situs Private Trust Company By Dominic Lawton-Smith & Scott Weaver...
