Crestbridge Family Office Services has appointed Steve Sokić as its new Chairman, succeeding John Harris, who will remain with the firm in a senior advisory role.
Since its establishment in 2013, the independent firm specializing in private client trust and family office services has focused on steady growth. This leadership transition aligns with its long-term strategy to enhance its offerings.
With over 25 years of experience in family office, trust, and asset structuring, Steve Sokić has held senior roles at IQ-EQ, Sanne Group PLC, Royal Bank of Canada, and Deloitte. A recognized expert in the field, he has received multiple industry awards and holds qualifications as a Chartered Professional Accountant (CPA) and Trust Estate Practitioner (TEP). Holding citizenships in Canada, Croatia, and Britain, he brings a global perspective to his new role.
Reflecting on his appointment, Steve noted the evolving landscape of regulatory, legal, and economic factors shaping client needs. He praised Crestbridge for its strong position in the trust and family office sector and expressed enthusiasm about contributing to its next phase of growth.
CEO Heather Tibbo welcomed Steve’s leadership, emphasizing his global expertise and alignment with Crestbridge’s commitment to service excellence. She highlighted the firm’s ambitious plans and expressed confidence in the team’s ability to drive future success.
