We are excited to share insights from the recent ‘STEP – Advising Families Across Generations’ conference, an enlightening event uniting trust and estate planning experts to discuss family advising’s intricate aspects.

The conference highlight was a dynamic panel featuring our very own Adv. Ami Ben Yacov, Co-Founding Partner and member of STEP. The discussion delved into generational advising complexities in different countries.

The attached presentation offer valuable insights for seasoned professionals and those new to the field. Dive into this educational journey as we unravel the best practices for advising families across generations. Stay tuned for more!