Private Client Services

Private Client Services Co-Chair Stefanie Lipson will be a panelist on a complimentary webinar titled "Responsible wealth stewardship: Successful strategies in practice" for the STEP Thought Leadership Series. 

Event Description: 

Wealthy and business-owning families, as custodians and producers of wealth, have the ability to be a force for good in our societies. However, responsible wealth and business owners need responsible advisors, and advice in this area often isn’t black and white. Whilst STEP research shows that most practitioners are talking to clients about responsible wealth stewardship, some are doing so more proactively than others, with greater guidance needed on what advisers can do in practice to help clients navigate such issues. Informed by the Attitudes to Wealth research report, this webinar translates responsible stewardship from theory into practice.