Crestbridge Fiduciary was proud to support the recent STEP Texas event held last week in Houston. Darrell King, Managing Director, Americas of Crestbridge Fiduciary, and Steve Sokić, Chairman of Crestbridge Family Office Services attended the event.
Steve delivered the keynote address titled “U.S. Domestic & Foreign Trusts: A Story of Mutual Evolution.” In his presentation, he explored the evolution of the U.S. domestic and foreign trust sectors, from distinct and largely separate markets just 25 years ago to the more aligned, nuanced, and competitive global trust landscape we see today. Drawing on decades of experience, Steve provided a framework that covered global macro drivers, trust law, taxation, and regulation - offering valuable insights from someone who has both experienced and influenced the industry.
Steve’s keynote set the stage perfectly for the sessions that followed, including:
The day concluded with a dynamic and interactive panel discussion featuring all four speakers, followed by a lively networking session.
We were pleased have been part of such an insightful day and look forward to more opportunities to collaborate and engage with the STEP community.
