Vistra's Head of Private Clients has been re-elected as the worldwide Chair of STEP, the global professional association for practitioners who specialise in family inheritance and succession planning.
Prior to his election in 2018, Director Simon Morgan held numerous leadership roles within STEP, serving as chair of the largest branch, STEP Jersey, joining the worldwide Council in 2013, and the Board in 2017, where he served as deputy chair.
His second term as Chair will begin 1 January 2020.
"I’m excited and honoured to be reappointed," Mr Morgan said. ‘It’s been a privilege to work with STEP, not just with the Board and Council, but with the many hundreds of volunteers who serve on our branches, regions and central committees."
"During the last year, STEP CEO Mark Walley and I have been working on a number of projects to move the Society forward," he added. "We’ve made good progress in a number of areas, notably in strengthening our professional standards, and on the member journey, to ensure members undergo a logical progression through membership whatever stage they have reached, or wherever they are based.
"We’ve also been ensuring our governance is fit for purpose across the globe, as the Society continues to grow. I look forward to continue collaborating with the leading firms and people who represent our industry around the world."
STEP CEO Mark Walley commented: "Simon has been unstinting in his work for STEP being actively involved for almost 20 years before he took over the office of chair. We warmly welcome his re-election, and look forward to his second year with us. I would also like to recognise Simon’s huge support to me personally in my first year as STEP CEO, on top of his other STEP and business commitments."
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