Steve Sokić

Chairman at Crestbridge Family Office Services

Speaker

Steve Sokić is the Chairman of Crestbridge Family Office Services, a privately-owned independent trust/fiduciary partner to family offices and their UHNW families worldwide, based in Jersey (Channel Islands) and Wyoming (USA). Steve is an experienced business leader, trusted client steward and a globally recognised and respected leader in the wealth industry.

His passion for the wealth, family office, trust and asset structuring sectors has spanned for over 25 years encompassing global executive management and client stewardship roles at several wealth firms, including a leading international bank, global trust/fiduciary providers and a ‘big 4’ firm. These roles have armed him with rare and extensive exposure to a number of disciplines in the stewardship of both wealth businesses and their UHNW/family office clients, including strategy, finance, M&A, sales, client service standards, operational excellence, and risk & compliance under the prior, as well as client care, empathy, technical know-how and long term relationship oversight under the latter.

Steve has also diligently contributed to the development of the sector as an author, speaker, & thought leader through the years. He has also been the recipient of a number of industry awards and accolades, including being named among the Top Ten Family Office Advisors in the Spears Wealth Management Index and inclusion in ePrivateclient’s 50 Most Influential list. He has also been acknowledged as an Expert Judge in the STEP Private Client Awards. His holds several professional qualifications including Chartered Professional Accountant (CPA) and Trust & Estate Practitioner (TEP). He has a truly global perspective, including personally as a tri-national of Canada, Croatia and Britain.