JULY 2012 - The STEP Private Client Awards is an important award attributed by the Society of Trust and Estate Practitioners (STEP). This organization, with branches in 81 countries and over 17’500 members, gives every year these awards which highlight excellence among private client solicitors/attorneys, accountants, barristers, bankers, trust managers and financial advisors. For the 3rd consecutive year, wise – philanthropy advisors is among the finalists in the category “Philanthropy Team of the Year”.
A number of criteria apply to nominate the finalists, including: demonstrate excellent client service that is relationship driven, aligned with the interests of clients, transparent and cost effective; a qualified team; and demonstrate a broader contribution to the profession and to wider social responsibility.
Keith Johnston, Awards Secretary, explains that “The finalists have demonstrated that their peers consider them among the best and most innovative companies in the profession". The winner for each category will be announced at the Awards Ceremony on the 19 September at the London Hilton Park Lane Hotel in London.
For more information about the STEP Private Client Awards 2012/13 you can go on STEP website.