STEP Journal

In Issue 4 of the STEP Journal 2021, we shine a spotlight on North America, exploring the latest legislative developments in Canada and the US, particularly the remote witnessing of wills. This issue also has a special focus on family business, with our cover feature delving into reputation management for high-net-worth individuals and their families.


New horizons

Julius Bozzino sets out vital considerations for family businesses considering international expansion.

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Split decisions

Kenneth Keung explains Canada’s prescribed rate loan and its synergy with family trusts.

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Finding value

Carly Doshi, Sianne Haldane and Michele Fugiel Gartner discuss the rise of the blended values approach for building a portfolio.

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