Firm & Awards

Julie Wynne, FRORIEP partner, TEP, who has been in the STEP Philanthropy Advisors SIG Steering Committee since 2017 and Co-Chair since 2018, has been reappointed as of 1 January 2020 as Co-Chair for a new term of 2 years.

STEP is the worldwide professional association for those advising families across generations. It promotes best practice, professional integrity and education to our members. Its members help families plan for their futures: from drafting a will or advising family businesses, to helping international families and protecting vulnerable family members. Today it has over 20,000 members across 95 countries. They include lawyers, accountants and other trust and estate specialists.

The Philanthropy Advisors Global Special Interest Group focuses on enhancing the strategic nature of giving and social investing to raise the status of private client philanthropy advisory and help encourage further professionalism.