step roundtable attendees around a table in page

Simplifying wealth structuring and succession planning strategies for clients was a key message at a recent STEP roundtable hosted by RBC Wealth Management.

In June, nine senior trust practitioners took part in a roundtable discussion on how wealth structuring advisers and STEP members can navigate the evolving regulatory environment to provide both value and simplicity to their clients. During the discussion the panellists covered a broad range of topics, including:

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  • The complexity of estate planning
  • Communicating the value of good succession planning to both clients and the media
  • Educating the next generation
  • The importance of aligning strategies with client priorities

Please click here to read the full discussion (reproduced with permission from STEP Journal, July 2017 volume 25, Issue 6 Succession Story page 66 – 69).