Effective stewardship of family wealth: Kelly Noel-Smith joined experts on the STEP roundtable

Private Client Partner, Kelly Noel-Smith was invited to join the STEP Journal roundtable entitled 'Effective stewardship of family wealth' on 8 December 2020.

The event, sponsored by Highvern, brought ten private client experts together for a virtual roundtable discussion to explore the responsible stewardship of wealth: what it involves, who is responsible for it and how it has evolved over time.

The discussion covered topics including:

• The importance and challenges of stewardship
• Principles of stewardship
• Sustainability and social responsibility.

Key talking points and takeaways from the discussion can be read here.

'Wealth Stewardship', STEP Journal, Issue 1, January 2021.