Appleby is delighted that its Partner and Group Head of the Private Client and Trusts practice, Carlos de Serpa Pimentel, TEP, has been nominated as a finalist for the ‘Trusted Advisor of the Year’ award at the STEP Private Client Awards 2018/19. This is for the most outstanding individual, globally, in any discipline servicing private clients or advisors.
“It is a great honour to be included as a finalist at this year’s STEP Awards and to be nominated by the judges. This nomination, together with recent accolades for the firm, is a testament to the strength of our global Private Client & Trusts team as a whole, and to the breadth and depth of expertise that we have,” said Mr. de Serpa Pimentel.
“This also follows after the recent recognition of several global team members in Legal Week’s Private Client Global Elite for 2018, and for the third year running, Appleby’s recognition in the Chambers Global 2018 High Net Worth Guide for our work undertaken in the Private Client & Trusts sector,” he added.
There are only five individuals nominated for this prestigious award. The ‘Trusted Advisor of the Year’ category is by third-party nomination only and voting on the shortlist was exclusively made by the Panel of Experts. STEP members will cast their vote for their preferred candidate from mid-August until 28 September and the winner will be announced at the black-tie dinner and awards ceremony on 7 November 2018 at the Park Plaza Westminster Bridge Hotel, London, UK.
STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. STEP works to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members. STEP members help families plan for their futures, from drafting wills to issues surrounding international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.
Find out more at www.step.org
via Press Release