Next week will be a busy week at STEP in helping shape the future strategy of the Society. First of all the Board, working closely with STEP staff, will be having a two day planning session here at London headquarters looking at the strategic challenges facing the Society and its members and how best STEP should position… Read More Strategy at STEP
The Family Firm Institute annual conference is a mixing pot of those who advise family businesses and business families – family counsellors, management consultants, mediators, accountants, lawyers, psychiatrists, psychologists, academic commentators, a good few family members and, interestingly, consultants who have come from businesses, families. A good few of the above are TEPs. This year’s… Read More Business, family and ownership: working in three dimensions
‘Ask me anything’ online engagement events are increasingly being used by public personalities and organisations to offer direct responses to questions posed by fans, followers and, indeed, members. In the spirit of talking directly to our membership we, STEP worldwide Chair Hélène Anne Lewis, and CEO of the worldwide Secretariat David Harvey, are inviting you… Read More Straight from the top – ‘Ask the Chair and CEO’
To all Members, STEP has been alerted to an individual who is contacting STEP members unsolicited by e-mail offering services in connection with reclaiming Swiss banking fees. STEP in no way endorses this service and would advise members to treat all such unsolicited offers with extreme caution. STEP is also urgently investigating if there has… Read More Unsolicited e-mail offering
STEP only has a presence in one of the four fast developing MINT nations – a chapter in Mexico, with no presence for STEP in Indonesia, Nigeria nor Turkey. There are good reasons for the lack of a presence in those last three. STEP is not strong enough to develop everywhere without getting developmental indigestion… Read More A second MINT for STEP
On Monday STEP announced that nominations for the 2014/15 Private Client Awards (PCA) had opened. Now in their ninth year, the PCAs are our opportunity to acknowledge and celebrate the professional achievements of our peers in private client practice, be they solicitors, attorneys, accountant, barristers, bankers, family business consultants, trust managers or financial advisors. This… Read More Time to acknowledge excellence
Last week, as part of the STEP 2021 consultation process, I had the pleasure of visiting STEP’s Bermuda branch to meet with members, the branch committee and employers. During this time we discussed the major issues in the next STEP business plan, debated STEP’s priorities for the future, and discussed the trust and estate industry… Read More Taking stock of STEP Bermuda
With around 750 members responding in detail to the STEP 2021 consultation members’ survey, we can be statistically comfortable that we have an accurate snapshot of member opinion. We are starting detailed analysis but what are the issues that immediately jump out? Members overwhelmingly want STEP to have a stronger relationship with employers – 87 per… Read More Big issues about STEP – the 2021 consultation
Blogs grow from small beginnings; but acorns have a habit of becoming oak trees in the STEP world. In time, this blog will hopefully become a place to disseminate and start discussion on every STEP topic under the sun. The launch of this blog coincides with the launch of the revamped, reinvigorated, reinforced STEP website,… Read More Welcome to the STEP Blog
The STEP Blog 