Simon Morgan - director and head of private clients at Vistra Jersey, has been elected worldwide Chair of the Society of Trust and Estate Practitioners (STEP), effective 1 January 2019.
STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. Founded in 1991, it now has more than 20,000 members.
Mr Morgan has been in the international fiduciary business since 1982, working in Jersey and the Cayman Islands. He has been a member of STEP since 1994 and is aso a Fellow of the Chartered Institute of Financial Services (London Institute of Banking & Finance).<...