Ms Carly Doshi
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.

452 Fifth Avenue
Floor 6
New York
NY
10018
United States of America

Email: carly.e.doshi@hsbcpb.com
Telephone: +1 212 525-1445
Practice Areas: Charity formation/administration, Civil-law planning (incl foundations), Company formation/management, Cross-border estates, Estate planning/administration, Family business, Family office, Philanthropy, Private banking, Trust planning/administration, Wills and probate, Tax Advisory - Trusts and estate planning, International client
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Profession:
Estate Planner / Lawyer/Solicitor/Attorney / Trustee/Fiduciary / Wealth Management / Client Relations/Marketing/Sales
Firm:
HSBC Private Bank
Branch/Chapter:
STEP New York
Committees:
Philanthropy Advisors SIG Steering Committee
Special Interest Groups:
Business Families | Philanthropy Advisors

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