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.