Earlier this week, we had the honour of hosting a roundtable discussion in partnership with the Society of Trust & Estate Practitioners (STEP). Thank you to all of the participants for sharing their valuable insights and contributions, and to Helen Bradford-Swire from STEP; we look forward to seeing the published writeup. The roundtable participants were Darren Kelland (chair), Brian Balleine, Rosalyn Breedy, Edward Gascoigne, Sianne Haldane, Alison Hill, Ian Rumens, Tom Spencer, and Victoria Yates. To learn more about our Private Client services, visit: https://hubs.ly/Q02Fqy1x0 #WeAreHawksford #privateclient #familyoffice #succession #blurredboundaries #trustees
It was my pleasure to join you, Hawksford. A really engaging discussion and testament to the importance of idea sharing across practitioners of different disciplines.
Chartered Accountant | Professional Service Firm Leader | Family Office Specialist
2wAny discussion such as this is dependent on the quality and interaction of the participants. I am incredibly grateful to those that attended and contributed to the event. With such a great group the job of chairing becomes secondary!