Modern Families Supplement

STEP’s research project on modern families gathered insight about the families that STEP members advise and what their wealth and succession planning needs are. This Modern Families: a Private Client Perspective supplement, kindly sponsored by TMF Group, brings together a selection of what we have since produced over the last year on this important topic, furthering the conversation and providing resources to help support the family advisor.

Understanding modern families is imperative in today’s world; the potential for estate litigation, the rise in family disputes and the ever-shifting nature of what constitutes a family unit are just some of the considerations facing advisors and their practice. By gaining insight into these aspects, practitioners can better anticipate and adapt to potential future changes in family dynamics. Here, readers will find resources, commentary and insight into how they can best serve their clients.

Mordern Families

This supplement is sponsored by TMF Group

TMF Group


TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. It provides legal, financial and employee administration through its teams in 120 offices, in jurisdictions covering more than 92% of world GDP and 95% of FDI inflow. TMF Group serves corporates, financial institutions, asset managers, private equity and real estate investors, and family offices. Its clients include more than 60% of the Fortune Global 500 and FTSE 100, and almost half the top 300 private equity firms.