Darrell brings a wealth of experience and a long and successful track record of supporting international UHNW families and their advisors in the design and implementation of fiduciary structures. He has lived and worked in Canada, Houston, Texas and New York City and has worked with clients across the Americas, Europe, Middle East, and Asia. Further, he has unique and valuable experience, having worked with the wealth management division of a global bank, an international multifamily office, and the US fiduciary team of a global trust and fund services provider.
Darrell brings to Crestbridge Fiduciary a perspective that is both broad and balanced, enabling him to support families in the development of their plans and furtherance of their goals. He excels at acquiring a swift and precise understanding not only of clients’ needs today, but also of those likely to become priorities in the future.
The US, as Darrell observes, remains a highly attractive jurisdiction, proving stable and resilient in the face of international geopolitical and economic uncertainty. Leading global families continue to seek access to US investment opportunities, plan the transfer of family wealth to the next generation now in the US, or plan for their immigration to the US. In all of these cases, the appetite for customized trust structures and service-focused support from specialist providers such as Crestbridge Fiduciary, continues to grow.
Heather Tibbo, member of the Crestbridge Fiduciary Board of Managers and CEO of Crestbridge Family Office Services, commented,“We are delighted that someone of Darrell’s experience and stature has joined the Crestbridge Fiduciary team to further enhance our US offering. His knowledge, industry insight, and reputation in the US marketplace will prove invaluable in helping us to serve our clients, and continue our success and our growth in the years to come.”
Darrell stated,"I'm thrilled to be taking on this important role at Crestbridge Fiduciary, and am very much looking forward to playing my part with this exceptional team. I’m also delighted to be joining a business whose culture is so clearly client-focused, and is shaped by values which resonate so strongly with my own."
Darrell’s accreditations include the Trust and Estate Practitioner (TEP) and the Certified Financial Planner (CFP) designations. He is also a peer selected Private Client Global Elite Advisor and currently serves as Membership Chair for STEP New York.
Please don't hesitate to reach out to Darrell to discuss how we may be able to help you and your client families.
