Kelly Greig TEP elected worldwide Chair of STEP

Kelly Greig TEP, Partner and Head of Estate Planning and Tax at Steele Raymond, has been elected as worldwide Chair of STEP, effective 1 January 2024. Kelly succeeds Tony Pitcher TEP, whose term as Chair ends on 31 December 2023.

STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures.

With more than 21,000 members worldwide, STEP’s mission is to inspire confidence in families planning their assets across generations. Full STEP members, like Kelly, are known as TEPs. They are internationally recognised as experts in their field, with proven qualifications and experience.

On being elected Chair, Kelly said: ‘I am delighted to have been elected Chair of STEP and look forward to the year ahead and leading our organisation into the future.

‘My focus during the coming months as Chair will be on three main priorities. Firstly, facilitating STEP’s necessary evolution, by ensuring that we adapt to the changing needs and expectations of our clients, regulators and other stakeholders.

‘Secondly, to make STEP a truly global organisation, by expanding our reach and influence in regions where we already exist and making the most of new opportunities for growth.

‘Finally, focusing on the next generation by attracting, developing and retaining new members. I am excited and eager to have the opportunity to work with fellow global members to help make STEP stronger, better and more successful.’

STEP’s Chief Executive, Mark Walley said: ‘I’m excited that Kelly has been elected as our Chair. She brings a wealth of knowledge, enthusiasm and experience to the role. We particularly value her commitment to equality, diversion and inclusion. I know she will build on the great work Tony has done as Chair.’

Kelly will lead STEP’s Board of Directors, responsible for the high-level strategic direction of the Society. Board members have legal authority and responsibility for the organisation and are elected by and from members of STEP’s worldwide Council.

Alongside a new Chair, STEP has elected its Deputy Chairs, Rod Luker TEP and Paolo Panico TEP, and a new board member, Pamela Cross TEP.

Kelly, Paolo, Rod and Pamela are joined by the other board members for 2024, who are: Assad Abdullatiff TEP, Michael Olesnicky TEP, Tony Pitcher TEP and Mark Walley, STEP’s Chief Executive.

ENDS

For further information please contact Liz Skinner on +44 (0)20 3752 3706 or email liz.skinner@step.org

About STEP

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, protecting the vulnerable, family businesses and philanthropic giving. Find out more at www.step.org