Strategic, results-driven advisory for independent wealth managers.

We help wealth managers, independent advisors, and family offices align strategy, people, operations and brand without the overhead of a full-time team.

We specialize in helping firms navigate inflection points and accelerate to their next stage of growth.

Expertise in:

  • Strategy Consulting

  • Human Resources

  • Culture & Employee Engagement

  • Marketing & Public Relations

  • Operational Risk & Control

  • ESG & Corporate Responsibility

  • Executive Profile Elevation

Why Crestbrook?

  • Access senior-level expertise at a one-off cost. Our advisory model offers strategic guidance and oversight of implementation without the long-term commitment of a full-time hire.

  • 20+ years of industry knowledge and experience from best-in-class institutions, including building a notable disruptor in the modern wealth management industry.

  • Our founder has worked on the ground in the US, UK, Europe, Middle East, Africa, and Asia; she holds extensive networks across the globe, easily connecting clients to strategic local partners within a trusted network.

Let’s Grow Together.

Past Engagements

Strategic Resource Analysis (Global)

Worked with an emerging wealth manager to assess the current operational setup. Through team interviews, we conducted an analysis of resource management, producing a strategy to create internal efficiencies and optimize operations to help scale the firm for the next stage of growth.

Executive Profile Elevation (Monaco)

Partnered with an executive who had recently taken on a new leadership role. Created new profile collateral (professional bio, optimized LinkedIn), conducted media training, and suggested key thought leadership strategies to help elevate his profile.

Market Positioning & Strategy (London)

Conducted a comprehensive review of marketing materials and market positioning. Made strategic recommendations to position the firm distinctly, and developed social media content suggestions and thought leadership opportunities to support the new approach.

Recruitment & Hiring (Dubai)

Our client was looking to set up a single family office. We assisted with a location analysis for the setup of the family office, and through knowledge of the local culture and market, hired a CFO and Compliance manager.