Steve Sokić is the Executive Chairman at Crestbridge Family Office Services, a privately-owned truly independent trust and fiduciary provider to family offices and their UHNW families worldwide, based in Jersey (Channel Islands) and Wyoming (USA).

His passion for the cross-border wealth and trust sectors has spanned well over 25 years, and prior to Crestbridge, has included previous senior roles globally at IQ-EQ, Sanne, RBC and Deloitte. That experience included not only leadership of most of those businesses, but also acting as trusted steward for a number of UHNW families and their family offices, a treasured role he has never relinquished.

An accomplished author, speaker, and thought leader, Steve is a regular recipient of industry awards and accolades and holds several professional qualifications including Chartered Professional Accountant (CPA) and Trust & Estate Practitioner (TEP). Finally, he has a truly global perspective, including personally as a tri-national of Canada, Croatia and Britain.