Introducing family dialogues on the responsible stewardship of wealth: a guide. 22 June 2021

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STEP Web Events
Event Type
Web Event
Date

Description

With the COVID-19 pandemic highlighting rising inequality, many are reflecting on what can be done to address that while providing for their family’s needs. With this in mind, STEP has produced a guide to aid discussions that advisors need to have with families about responsible stewardship. Its authors will discuss the themes found in the guide as well as why now is the right time to focus on the many positive things wealth can achieve for families and beyond. 

This webinar is part of STEP's Thought Leadership Series. 

Chair

  • Philip Marcovici TEP, The Offices of Philip Marcovici Limited, Hong Kong

Speakers

  • Iraj Ispahani, Ispahani Advisory Ltd., UK 
  • Natacha Onawelho-Loren TEP, Accuro Trust (Switzerland) SA, Switzerland
  • Gina M. Pereira TEP, Meritus, Bermuda

Speaker biographies

Thank you to our sponsor

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Free to attend
Schedule
11.00-12.00 UK Time (GMT+1)
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1 Hour
Contact
STEP Web Events
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Add to Calendar 2021-06-22 11:00:00 2021-06-22 11:00:00 Introducing family dialogues on the responsible stewardship of wealth: a guide. 22 June 2021 Description With the COVID-19 pandemic highlighting rising inequality, many are reflecting on what can be done to address that while providing for their family’s needs. With this in mind, STEP has produced a guide to aid discussions that advisors need to have with families about responsible stewardship. Its authors will discuss the themes found in the guide as well as why now is the right time to focus on the many positive things wealth can achieve for families and beyond.  This webinar is part of STEP's Thought Leadership Series.  Chair Philip Marcovici TEP, The Offices of Philip Marcovici Limited, Hong Kong Speakers Iraj Ispahani, Ispahani Advisory Ltd., UK  Natacha Onawelho-Loren TEP, Accuro Trust (Switzerland) SA, Switzerland Gina M. Pereira TEP, Meritus, Bermuda Speaker biographies Thank you to our sponsor Web Events - Terms and Conditions STEP Web Events STEP Web Events Europe/London public