Crestbridge Family Office Services appoints Steve Sokić as Chairman to support next phase of growth

Steve Sokić succeeds John Harris, who will remain with the business in a senior advisor role.

Since Crestbridge Family Office Services’ inception in 2013, the independent and privately-owned private client trust and family office focused firm has made a commitment to continuously build on the foundations for growth, an ambition reflected in this new appointment.

Steve’s career within the family office, trust and asset structuring sectors spans over 25 years.  It has encompassed global executive management and client oversight roles at IQ EQ, Sanne Group PLC, Royal Bank of Canada and Deloitte.  Recognised as an insightful industry commentator, Steve is well known and respected in the private client and family office circles globally, which is also reflected in his recognition via a number of industry awards. He holds several professional qualifications including Chartered Professional Accountant (CPA) and Trust Estate Practitioner (TEP) and he is a tri-national of Canada, Croatia and Britain.

Steve commented:

“Clients’ needs have been and continue to be re-shaped by evolving regulatory, legal, tax, political and socio-economic factors, financial institutions and professional service providers must remain flexible and responsive.  Crestbridge Family Office Services has built a truly excellent business in the trust, family office and UHNW private client space and is strongly positioned to thrive in these new times.  It is my genuine pleasure and privilege to join Heather and her team in the next phase of their growth journey.”

Crestbridge Family Office CEO Heather Tibbo commented:

“This is an exciting announcement for our business. Since opening our doors in 2013, our vision has been to set new standards of technical expertise and service excellence within our discipline.  We are delighted to welcome an industry figure of Steve’s calibre, experience and truly global perspective, whose ambition and passion for the sector mirrors our own. We have bold plans for our future, and unquestionably we have the team to deliver them. We are thrilled to begin this new chapter for Crestbridge Family Office Services and for our clients and partners.”