As Bill Gates once said, ‘with great wealth comes great responsibility’. This web-event will offer STEP members a foundation of the fundamentals of the principles of wealth stewardship and their significance for private wealth owners.
Speakers will explore:
- What is responsible wealth stewardship, and what does it mean in the private client context?
- Why is responsible stewardship of wealth relevant for our clients?
- To understand the fundamentals of what it means to be a responsible steward of private wealth.
- To appreciate why and how responsible stewardship of wealth helps to build and strengthen family and its wealth over time and contributes to the well-being of society.
- Matthew Braithwaite TEP, Wedlake Bell LLP, UK
- Bryony Cove TEP, Farrer & Co, UK
- Xavier Isaacs TEP, Accuro Group, Switzerland
- Gina Pereira TEP, Meritus Trust Company Limited, Bermuda