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STEP Private Client Awards Shortlist: “Boutique Firm of the Year”

We are thrilled to be shortlisted as a Finalist for “Boutique Firm of the Year” for the prestigious STEP Private Client Awards. The Awards judges assessed entries that addressed five criteria:

  • Describe the firm’s approach to client management.
  • Explain how the firm collaborates with other service providers to enhance its client offering.
  • Explain why the boutique nature of the firm sets it apart from larger practices and the benefits that this brings to its clients.
  • Provide specific examples of excellent client service that aims to build lasting relationships.
  • Demonstrate commitment to the wider profession.

The Awards Ceremony will be held virtually on September 23. We wish the best of luck to Finalists across all categories.

Please contact Willow Street if you would like additional information on any of the topics discussed herein. Willow Street Group, LLC and its principals, agents, and affiliates do not provide legal or tax advice with respect to any matter, and no part of its services may be construed as legal or tax advice. For educational purposes only.
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