The Society of Trust and Estate Practitioners

STEP Responsible Stewardship Toolkit

Philip Marcovici

On 8 July 2025, The Society of Trust and Estate Practitioners launched the STEP Responsible Stewardship Toolkit.

Philip Marcovici was a contributor to the Toolkit, a practical and evolving resource designed to support advisors in guiding families through responsible and purpose-led wealth planning. The Toolkit includes questionnaires and guides to help families and their advisors, draft clauses and provisions for trusts, wills and powers of attorney, and case studies demonstrating responsible stewardship in action. For a foreword by Philip on the Toolkit, see: Foreword.

The STEP Responsible Stewardship Toolkit can be found here: Toolkit.