Steve has been lucky enough to travel, live, study, volunteer and work professionally in many regions of the world. His clients and our LNW team now have the benefit of the unique perspective he gained working with individuals and corporations in many different circumstances and cultures. Steve advises a wide range of clients including a number of large multi-generational families, partnering closely with them to provide customized portfolio management, diversification strategies for concentrated positions, and advice on tax, trust and estate planning so as to attain their personal, philanthropic and legacy goals. Prior to joining LNW predecessor Wetherby Asset Management in 2005, Steve r