Official Launch of the Belize Chapter of the Society Of Trust & Estate Practitioners

On 22 November, 2012, the formal launch of the Belize Chapter of the Society of Trust and Estate Practitioners (“STEP”) was held at the stylishly modern Six Lounge, located on the top floor of The Matalon Business Center, in Belize City.

Highly informative and supporting speeches were given by Mr. Michael Singh, CEO from Ministry of Trade, Investment Promotion, Private Sector Development and Consumer Protection; the Hon. Kenneth Benjamin, Chief Justice of Belize; Mr. Christopher Coye President of the Belize International Financial Services Association (BIFSA); and Mr. Andrew Marshalleck SC, President of the Belize Bar Association.

The night’s Feature Address was given by BVI practitioner Hélène Anne Lewis TEP, current Chair of STEP, who spoke about the Society’s role, functions, organizational structure and the strong position of the Caribbean Region of which Belize is a part.

Rishi Alain Mungal, Legal Counsel to Morgan & Morgan Trust Corp. (Belize) Ltd., presided over the event as Founding Chairman of the STEP Belize Chapter.

Photographs showing (left to right): Hon. Kenneth Benjamin, Chief Justice of Belize; Andrew Marshalleck SC, President of the Belize Bar Association; STEP Worldwide Chair Hélène Anne Lewis speaking with Michael Singh, CEO from Ministry of Trade, Investment Promotion, Private Sector Development and Consumer Protection; Christopher Coye, President of the Belize International Financial Services Association (BIFSA); Rishi Alain Mungal TEP, Founding Chairman of the STEP Belize Chapter

The launch was well attended with approximately 100 persons, mostly professionals from the Trust and International Financial Services industry, showing up to support the Society (in the case of existing members and students) along with interested attendees who desired to find out more about STEP.

With the appreciated support from STEP Worldwide and ongoing collaboration with the STEP Caribbean Region, the STEP Belize Chapter is eager to continue promoting the ideals of the organisation within Belize and to encourage the highest standards of continuing education and professionalism in this jurisdiction.

STEP Worldwide Chair Hélène Anne Lewis (centre) along with the Executive Committee of the STEP Belize Chapter: 

Branch Committee Member: Christopher Coye TEP (Attorney-at-Law of Courtenay Coye LLP)
Events Officer:  Ava Lovell Belisle (Manager of Belize Corporate Services)
Chairman: Rishi Alain Mungal TEP (Attorney-at-Law & Legal Counsel for Morgan & Morgan Trust Corporation (Belize) Ltd.)
Branch Committee Member: Emil Arguelles TEP (Attorney-at-Law of Arguelles & Company LLC)
Secretary: Amanda Young TEP (Trust Manager of Bay Trust International Limited)
Treasurer:  Omar Magana (Accounting firm of Moore Stephens Magaña)
(in absentia Vice Chairman: Glen CH Wilson TEP of Broadway Trust Consultancy Services Limited)

The Society of Trust and Estate Practitioners is the leading professional body for practitioners in the fields of trusts, estates and related issues which deal with asset structuring and wealth management.

STEP is headquartered in the United Kingdom but has branches and chapters around the world, including branches in Latin America and the Caribbean, USA, Europe, and Asia.

STEP deals with a particular field of International Financial services (IFS) that focuses on wealth management through various generations. The organization provides professional education and ongoing training and conducts events and promotion worldwide. It is the belief that by such means, the Belize Chapter will serve to enhance the visibility and attractiveness of the Belize IFS sector for such a high level element of IFS in order to benefit the Belize economy and society. 

To learn more about STEP, please visit the Society’s website at www.step.org  

Further photographs showing (top to bottom): a cross section of the attendees; STEP Worldwide Chair Hélène Anne Lewis during her presentation; some of the many information leaflets that were available for guests

On 22 November, 2012, the formal launch of the Belize Chapter of the Society of Trust and Estate Practitioners (“STEP”) was held at the stylishly modern Six Lounge, located on the top floor of The Matalon Business Center, in Belize City.

Highly informative and supporting speeches were given by Mr. Michael Singh, CEO from Ministry of Trade, Investment Promotion, Private Sector Development and Consumer Protection; the Hon. Kenneth Benjamin, Chief Justice of Belize; Mr. Christopher Coye President of the Belize International Financial Services Association (BIFSA); and Mr. Andrew Marshalleck SC, President of the Belize Bar Association.

The night’s Feature Address was given by BVI practitioner Hélène Anne Lewis TEP, current Chair of STEP, who spoke about the Society’s role, functions, organizational structure and the strong position of the Caribbean Region of which Belize is a part.

Rishi Alain Mungal, Legal Counsel to Morgan & Morgan Trust Corp. (Belize) Ltd., presided over the event as Founding Chairman of the STEP Belize Chapter.

Photographs showing (left to right): Hon. Kenneth Benjamin, Chief Justice of Belize; Andrew Marshalleck SC, President of the Belize Bar Association; STEP Worldwide Chair Hélène Anne Lewis speaking with Michael Singh, CEO from Ministry of Trade, Investment Promotion, Private Sector Development and Consumer Protection; Christopher Coye, President of the Belize International Financial Services Association (BIFSA); Rishi Alain Mungal TEP, Founding Chairman of the STEP Belize Chapter

The launch was well attended with approximately 100 persons, mostly professionals from the Trust and International Financial Services industry, showing up to support the Society (in the case of existing members and students) along with interested attendees who desired to find out more about STEP.

With the appreciated support from STEP Worldwide and ongoing collaboration with the STEP Caribbean Region, the STEP Belize Chapter is eager to continue promoting the ideals of the organisation within Belize and to encourage the highest standards of continuing education and professionalism in this jurisdiction.

STEP Worldwide Chair Hélène Anne Lewis (centre) along with the Executive Committee of the STEP Belize Chapter: 

Branch Committee Member: Christopher Coye TEP (Attorney-at-Law of Courtenay Coye LLP)

Events Officer:  Ava Lovell Belisle (Manager of Belize Corporate Services)

Chairman: Rishi Alain Mungal TEP (Attorney-at-Law & Legal Counsel for Morgan & Morgan Trust Corporation (Belize) Ltd.)

Branch Committee Member: Emil Arguelles TEP (Attorney-at-Law of Arguelles & Company LLC)

Secretary: Amanda Young TEP (Trust Manager of Bay Trust International Limited)

Treasurer:  Omar Magana (Accounting firm of Moore Stephens Magaña)

(in absentia Vice Chairman: Glen CH Wilson TEP of Broadway Trust Consultancy Services Limited)

The Society of Trust and Estate Practitioners is the leading professional body for practitioners in the fields of trusts, estates and related issues which deal with asset structuring and wealth management.

STEP is headquartered in the United Kingdom but has branches and chapters around the world, including branches in Latin America and the Caribbean, USA, Europe, and Asia.

STEP deals with a particular field of International Financial services (IFS) that focuses on wealth management through various generations. The organization provides professional education and ongoing training and conducts events and promotion worldwide. It is the belief that by such means, the Belize Chapter will serve to enhance the visibility and attractiveness of the Belize IFS sector for such a high level element of IFS in order to benefit the Belize economy and society. 

To learn more about STEP, please visit the Society’s website at www.step.org  

Further photographs showing (top to bottom): a cross section of the attendees; STEP Worldwide Chair Hélène Anne Lewis during her presentation; some of the many information leaflets that were available for guests

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