High net worth – STEP guide

July/August 2021 | Wills, probate and administration

Private client practitioners will be interested to know about the publication of a new practitioner guide on the responsible stewardship of wealth. It has been launched by STEP and has an emphasis on holistic planning. The guide, Family Dialogues on the responsible stewardship of wealth, aims to ‘engender a discussion on responsible stewardship and what …

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