Steve is an experienced business leader, trusted client steward and a globally recognised and respected leader in the wealth industry.

He joined Crestbridge Family Offices Services as Chairman in February 2025.

 

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, inclusion in ePrivateclient’s 50 Most Influential list and in the Global Top 20 Trustee Professionals list issued by Citywealth and 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.