Blick Rothenberg partner Kelly Greig has been re-elected as worldwide chair of STEP for a second term, to take effect from 1 January.

STEP is the global professional association for lawyers, accountants, trustees, and other practitioners who help families plan for their futures.

It has more than 21,000 members worldwide, and says its mission is to inspire confidence in families as they plan for their assets across the generations.

Full STEP members such as are known as TEPs (Trust and Estate Practitioner). They are internationally recognised.

Ms Greig qualified as a solicitor in 2008 and assists high-net-worth individuals in their tax planning and repatriation requirements.

She said: “It is a privilege to hold this position. This year has seen incredible work across our community to engage and inform stakeholders, both within and beyond STEP, on the crucial issues impacting our industry and society more broadly.

“I am proud of our strides in governance and inclusivity. Looking ahead, we aim to deepen member engagement, drive innovation and champion diversity.”

STEP’s chief executive Mark Walley said: “Kelly has already brought a wealth of knowledge, enthusiasm and experience to the role. We particularly value her commitment to equality, diversity, and inclusion.”

In addition to re-electing Ms Greig as chair, STEP has confirmed its two deputy chairs for 2025: Rod Luker, a consultant at Hume Taylor & Co in Adelaide, Australia; and Paolo Panico, a director of Private Trustees SA in Luxembourg, who was also re-elected from January as a board member for a second three-year term.

James von Simson, a wealth management partner at Evelyn Partners in London, will also join the board in January. He is a council member and a committee member on STEP’s England & Wales Regional Committee, EDI Committee and Professional Standards Committee.

The remaining Board members are Pamela Cross, a tax partner at BLG in Ottawa, Canada; Tony Pitcher, a consultant at Altum Group in Jersey; Michael Olesnicky, a consultant at Baker McKenzie in Hong Kong; and Mark Walley, STEP’s chief executive.

Assad Abdullatiff, managing director at Axis Fiduciary in Mauritius, is retiring from the board at the end of his term. 


STEP (the Society of Trust and Estate Practitioners) was founded in 1991 and is the international professional body for advisers who specialise in inheritance and succession planning. It has more than 21,000 members in 100 countries.