Responsible Stewardship of Wealth Hub

Welcome to STEP’s Responsible Wealth Stewardship Hub, where we have pulled together news, features and resources to provoke thought and raise awareness of the opportunities available to wealth owners to be guided by stewardship principles and values.

STEP Journal: The silent chorus

Emma Beeston and Beth Breeze explain how the emerging profession of philanthropy advice is set for growth and development.

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Roundtable: Succession story (sponsored content)

The value of good succession planning was the topic occupying leading minds from law and finance at a STEP Journal roundtable, hosted by RBC Wealth Management, who came together to discuss how wealth-structuring advisors and STEP members can operate effectively amid ever-evolving regulatory frameworks to communicate the value of good succession planning to both clients and a sceptical media.

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STEP Journal: Beyond the numbers

How wealthy families can use philanthropy as an inclusive and rewarding platform for promoting shared values across generations.

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Webinar Replay: Philanthropy Advisors: New horizons with NFTs in philanthropy

Blockchain technology, particularly via NFTs and cryptocurrencies, present a ‘brave new world’ of opportunity to the philanthropy sector. Our panellists discussed both the opportunities these technologies present, as they open new funding sources and challenges, as well as some of the challenges savvy advisors must navigate, including transparency, volatility, and environmental impact.

Industry Insight

Industry Insight: Seven habits of the new HNWIs

Young high-net-worth-individuals (HNWIs) are not like their parents. They care about social impact, transparency, security and privacy. To service these digital natives, wealth management advisors need to adapt. Here are seven reasons why…



Report: Family offices and the role of third-party providers (sponsored content)

Ocorian has commissioned a report into the growing role and importance of third-party family office providers. The report examines succession planning, investment strategy, ESG investing, philanthropy and digital asset services.

SIG honeycomb

Explore related Special Interest Groups

Family businesses are an inherently sustainable business model; our Business Families SIG on what makes business families distinct and their particular challenges. Our Philanthropy Advisors SIG focuses on enhancing the strategic nature of giving and social investing.