STEP Webinar: Exploring attitudes to wealth

The event examines rising calls for wealth taxes and asks whether affluent and UHNW clients broadly support higher taxation. It compares global client attitudes, responses to proposals, and advisors’ day-to-day observations to assess whether views are shifting toward responsible stewardship.

Drawing on STEP research and practitioner experience, the panel will identify cross-jurisdictional trends, implications for wealth transfer and succession, and practical actions advisors can take. Attendance is free for both STEP members and non-members.

Moderator

• Catherine Grum TEP — Founder, Catherine Grum Consultancy Ltd. (UK)

Speakers

• Nuno Cunha Barnabé TEP — Partner, Abreu Advogados; Chair, STEP International Client SIG (Portugal)

• Mary Duke TEP — Independent Advisor to Families; Founder, High Road Advisors (USA)

• Jonathan Simmons — Chief Executive Officer, New Philanthropy Capital (UK)

• Nisha Singh TEP — Founder, Private Wealth Stewardship Ltd (Hong Kong)

Register here for Exploring attitudes to wealth...