Standout Success: Advising the Family Business - distinction for Clare Harris

Congratulations to Clare Harris, Head of our Wealth Preservation team, who has achieved a distinction in the Advising the Family Business advanced certificate awarded by the Society of Trust and Estate Practitioners (STEP). Clare, we are so proud of you!

STEP is a global professional body comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures. This advanced certificate equips advisers with comprehensive knowledge and practical skills to navigate the unique challenges faced by family businesses.

Rob Dillarstone, Greenwoods’ Managing Partner, said: “Clare’s success is well deserved. Her hard work, studying alongside running a busy team, has certainly paid off. Family businesses often have complex succession issues which require a deft yet sensitive approach, and this qualification further enhances her ability to provide strategic and insightful advice and support.”

If you are tackling succession issues related to your family business, please contact our dedicated Wealth Preservation team.

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