Ms Mary Duke
TEP

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

6 The High Road
Bronxville
NY
10708
United States of America

Email: [email protected]
Telephone: +1 917-434-7150
Website: www.thehighrd.com
Practice Areas: Cross-border estates, Dispute resolution, Estate planning/administration, Family business, Family office, Philanthropy, International client, Succession planning
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Profession:
Accountant / Trustee/Fiduciary / Legal Executive / Trust Officer / Wealth Management
Firm:
Mary Duke
Branch/Chapter:
STEP New York
Special Interest Groups:
Business Families | Digital Assets | International Client
Biography:
Mary Duke is an internationally recognized advisor to families navigating the complexities of substantial wealth. She is known for her deep understanding of the impact of trusts on families and generational dynamics in family enterprises. Her work is anchored in the facilitation of family meetings, mentoring and strategic planning. Previously, Mary headed two family offices and a leading bank’s global family wealth program including 7 trust companies and a private bank. Mary has served tours of duty in private client law and business consulting. She has an excellent track record helping families leverage learning and governance for more effective collaboration and decision- making.

 

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