The new chairman of the group, who has worked in the family office, trust and asset structuring sectors for more than a quarter of a century, has become a prominent figure, holding a number of industry certifications and awards.

Crestbridge Family Office Services has appointed Steve Sokic (main picture) as its new chairman, succeeding John Harris, who will remain with the business in a senior advisor role.

Sokic’s career in the family office, trust and asset structuring sectors spans more than 25 years. It has encompassed global executive management and client oversight roles at IQ EQ, Sanne Group, Royal Bank of Canada and Deloitte. He holds professional qualifications including Chartered Professional Accountant and Trust Estate Practitioner and he is a tri-national of Canada, Croatia and Britain.

“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,” Heather Tibbo (pictured), Crestridge FOS’s chief executive, said. “We have bold plans for our future, and unquestionably we have the team to deliver them.”

Heather Tibbo

At the start of 2025 the organisation promoted four of its members. 

Founded in 2013, the Crestbridge FOS business operates as an independent organisation. In 2023, North American fund administration business Gen II Fund Services bought Crestbridge’s institutional businesses.