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Organizer | Society of Trust & Estate Practitioners (STEP) |
Submission deadline |
12 Apr 2024 5:00pm BST
(8 months ago)
In your time zone: Apr 12 12pm EDT |
Date Awarded |
19 Sep 2024 5:00pm BST
(3 months ago)
In your time zone: Sep 19 12pm EDT |
Region | EMEA |
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. Open globally to both STEP members and non-members, these prestigious Awards recognise and celebrate excellence among private client solicitors, lawyers, accountants, barristers, bankers, trust managers and financial advisors.
2023 Winners
Accountancy Team of the Year (large firm) 2023
• EY Private
Accountancy Team of the Year (midsize firm) 2023
• TD Wealth Private Trust, Tax Services
Boutique Firm of the Year 2023
• AL-HQ Law & More
Contentious Trusts and Estates Team of the Year (large firm) 2023
• Farrer & Co
Contentious Trusts and Estates Team of the Year (midsize firm) 2023
• Stewarts
Digital Assets Practice of the Year 2023
• Forsters
Employer of the Year 2023
• Forsters
Family Business Advisory Practice of the Year 2023
• Boodle Hatfield
Financial Advisor Team of the Year 2023
• Holden & Partners
International Legal Team of the Year (large firm) 2023
• Forsters
International Legal Team of the Year (midsize firm) 2023
• Boodle Hatfield
Investment Team of the Year 2023
• Ruffer
Multi-Family Office Team of the Year 2023
• Delfin Private Office
Philanthropy Team of the Year 2023
• Russell-Cooke
Private Client Legal Team of the Year (large firm) 2023
• Baker McKenzie
Private Client Legal Team of the Year (midsize firm) 2023
• Lenz & Staehelin
Trust Company of the Year (large firm) 2023
• HSBC Trust & Fiduciary Services
Trust Company of the Year (midsize firm) 2023
• Meritus Trust Company
Trusted Advisor of the Year 2023
• Joshua S. Rubenstein TEP, Katten
Vulnerable Client Advisory Practice of the Year 2023
• Kith and Kin Law Corporation
Young Practitioner of the Year 2023
• Lisa Barca TEP, Coleman Greig Lawyers
The Geoffrey Shindler Award for Outstanding Contribution to the Profession 2023
• Samantha Morgan TEP, RMW Law
Lifetime Achievement Award 2023
• Gill Steel TEP, LawSkills