Steve Sokić

My passion for the wealth, trust and asset structuring sector(s) has spanned over 25 years and has included previous executive & client stewardship roles globally at IQ-EQ, Sanne Group plc, Royal Bank of Canada and Deloitte.

Since early 2025, I’ve had the privilege to act as group Chairman at Crestbridge Fiduciary, the leading privately-owned truly independent trustee/fiduciary partner to (U)HNW families and their family offices worldwide, based in Jersey (Channel Islands) and Wyoming (USA). A lot has changed over those 25+ years with much more change to come (to put it mildly!).

Both demand and supply dynamics have shifted significantly in the global trust & corporate services sector, and put simply, Crestbridge Fiduciary is in pole position on the supply side of that new 'equilibrium'.Driving excellence in client service, commercial performance, governance, fiscal discipline, operational efficiency & risk management, regulatory compliance & remediation, whilst also sourcing & leading M&A, all in a deeply people business enabled by technology, is now and has been a focus over the last number of years, mainly in Jersey & the US. That said, the role I’ve always also cherished has been the stewardship of clients’ wealth, over generations, in close collaboration with their family offices and advisors, with multi-asset classes and across borders (often with a US connection), a real privilege and the most rewarding of my experiences.

In short, both an art and a science in roughly equal measure, with real and deep, often decades long, close relationships not found in most, if not all, other finance sectors. I have also enjoyed contributing to the development of the trust and broader wealth management sector as an author, speaker, & thought leader through the years, and on a related note, sincerely appreciative of the industry recognition I’ve received. I hold several professional qualifications including Chartered Professional Accountant (CPA) and Trust & Estate Practitioner (TEP) and am a tri-national, namely of Canada, Croatia and Britain.

My personal passions are centred around my family, faith & heritage, along with keen interests in real estate, children’s causes, values based impact investing, sport and sailing.

Finally, I'm normally referred to as “Steve” in English or “Stipe” in Croatian, both equally welcome.