Friday, 30 September, 2016

Simon Morgan Elected to Serve on the Board of STEP Worldwide

Following his recent election to serve on the Council of STEP Worldwide, Simon Morgan, Director and Head of Private Clients at Vistra Jersey, has now also been elected to serve on the Board of Directors. His three year term will commence on 1 January 2017.

The Board of Directors is the governing body of STEP, consisting of seven members appointed by and from the membership of Council together with the Chief Executive.

STEP is the worldwide professional association for those advising families across generations, and Vistra proudly contributes to its important work. STEP promotes best practice, professional integrity and education to its members and the industry at large. Its members help families plan for their futures: from drafting a will or advising family businesses, to helping international families and protecting vulnerable family members.

Vistra is active across many industry organisations, contributing to the development of professional services standards and sharing experiences and insights. Through our work with STEP we ensure that our industry meets the needs of our clients while continuing to grow and thrive.

This appointment is a huge honour for Simon, Vistra and Jersey, which has had a strong tradition of local members on the Board and Council. We look forward to supporting Simon’s contribution and STEP’s important work into the future.


26 Sep
Monaco | 26 Sep - 29 Sep
Singapore | 27 Sep
Mauritius | 30 Sep
Mexico City | 4 Oct - 5 Oct
Luxembourg | 4 Oct - 5 Oct
Munich | 8 Oct - 10 Oct
Munich | 9 Oct
9 Oct - 10 Oct
Warsaw | 18 Oct
Dublin | 18 Oct
London | 25 Oct - 26 Oct