Introducing family dialogues on the responsible stewardship of wealth: a guide


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.


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


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