08 July 2025

STEP Responsible Stewardship Toolkit

This week STEP has launched its Responsible Stewardship Toolkit as a practical and evolving resource designed to support wealth advisors in guiding families through responsible and purpose-led wealth planning: STEP Responsible Stewardship Toolkit

PHB partners Freddie Bjorn and Jessica Henson were delighted to contribute to this valuable project alongside other industry experts. From precedent clauses and case studies to client questionnaires and engagement strategies, the Toolkit offers actionable resources to support meaningful, values-based planning.

Key Contact

Frederick Bjørn

Partner

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Jessica Henson

Partner

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STEP Responsible Stewardship Toolkit

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