STEP Journal Roundtable Sponsored by Highvern

In an ever-changing and demanding environment, family office advisors play an important role in supporting their clients’ global enterprises. A recent STEP Journal roundtable, sponsored by Highvern, explored how advisors can provide first-rate guidance from inception to succession.

For the full roundtable, click here.

Participants (L-R) Front Row
Jon Conder, TEP, Partner, Macfarlanes;
Catherine Grum, TEP, Head of Family Office Services, KPMG;
Martin Hall, Managing Director, Highvern;
Piers Master, TEP, Partner, CRS;

Back Row
Dawn Goodman, TEP, Partner, Withers;
Naomi Rive, TEP, (Chair), Group Director & Head of Family Office, Highvern;
Ross Collins, Associate Director, Highvern;
Nic Arnold, International Private Client Tax Director & Head of Luxury Asset Advisory, PwC;
Tanvi Davda, Managing Partner, Saranac Partners.

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