Crysalia named a finalist in the prestigious STEP AWARDS 2024

August 6, 2024

Crysalia has once again been shortlisted for the STEP Private Client Awards in the category of Family Business Advisory Practice of the Year. 

Commenting on Crysalia’s nomination, Caroline Phaneuf, Cofounder and Managing Director at Crysalia says: “Receiving recognition from our peers for the second consecutive year is a remarkable achievement that underscores our consistent dedication to excellence. It also highlights the increasing significance of human capital in addressing the numerous dilemmas and challenges encountered by Enterprising Families.” 

With 21,000 members across 96 countries, STEP is a global professional association for practitioners who specialise in family inheritance and succession planning. The Family Business Advisory Practice of the Year Award recognises a practice that specialises in navigating the complex issues that arise in family businesses and provides advice regarding the competing dynamics between family and business, and their governance. 

Patricia Saputo, Cofounder, Executive Chairperson of the Board & Strategic Advisor at Crysalia, adds: “As a steward of wealth, a Family Office Executive, and a member of an Enterprising Family, this recognition is a significant honor. I am immensely proud of our team’s unwavering commitment and hard work which continue to drive our success and recognition at the highest levels.” 

The 19th annual STEP Private Client Awards will be celebrated on September 19, in London, UK, where the winners will be announced.  


Crysalia is the Chief Learning & Development Office for Enterprising Families. Honour their roots, be adaptive, live purposefully for generations.