Modern Families Hub
Modern Families: a Private Client Perspective
The importance of understanding modern families cannot be overstated in the field of private client practice.This supplement, kindly sponsored by TMF Group, brings together a selection of what we have produced over the last year on this important topic, furthering the conversation and providing resources to help support the family advisor.
Report: Meeting the needs of modern families
Modern families can often be complicated families: they can be challenging, diverse, intricate, and all over the map – often literally – and their needs are equally complex. Identifying and navigating their needs requires expertise and collaboration across borders, cultures and professions. The report highlights the need for advisors and legislators to adapt and modernise in order to keep up with the needs of today’s families.
Roundtable: Adapting to a changing landscape
As practitioners and clients navigate a period of economic and geopolitical risk, a recent STEP Journal roundtable, sponsored by Intertrust Group, examined how advisors are adapting.
Gender identity has become a particularly complex subject with differing views and legislative stand points across society and multiple jurisdictions. The webinar examines the cultural, generational and legal divides on the gender topic that are causing issues for the private client industry in practice. The webinar focussed on existing gender legislation across multiple jurisdictions. The panel discussed the ambiguities and uncertainties that arise in relation to estate planning and gender identity and provide some practical guidance on how to deal with this complex area.
Beyond the cookie-cutter family
Will Burnell asks whether the law is keeping pace with the modern family unit, with reference to recent England and Wales and Jersey case law.
The STEP Handbook for Advisers
The new edition of this practical guide features the chapter 'With great wealth comes great responsibility: the fundamentals of responsible wealth stewardship for the family office.
STEP members can use the discount code STEPGLB to get a 20% discount on checkout.
Join a SIG
Interested in specialist modern families content? Many of our SIGs are focussing on the complex and changing nature of modern families, through the lense of their professional niche. The SIGs are free to join and you will have access to all of their member resources.