STEP – Advising Families Across Generations
Kelly Greig is a seasoned legal professional specializing in estate planning and tax, currently serving as a Private Client Partner at Blick Rothenberg since October 2024 and holding the position of Worldwide Chair at STEP – Advising Families Across Generations since January 2024. Prior roles include Partner and Head of Estate Planning and Tax at Steele Raymond LLP Solicitors, and Partner at Fitzgeralds LLP, among others, with extensive experience dating back to 2008. Kelly Greig possesses multiple qualifications, including an International Tax Affiliate from ADIT, Chartered Tax Advisor status, and advanced certificates in International Succession and Probate from STEP, alongside a Law degree from Solent University and an LPC from the University of Exeter.
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STEP – Advising Families Across Generations
STEP is the worldwide professional association for those advising families across generations, offering training and development to a global network of trust and estate practitioners. All STEP members belong to a branch or chapter that provides professional development and opportunities to network with peers at a local level. We have 20,000 members in over 100 branches and chapters across the world.