Gina Pereira Received Prestigious STEP Industry Award
The Bermudian adviser was honored for her contributions to family governance and private client legal frameworks.
Updated on Sept. 24, 2026 in Financial Planning
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Gina Pereira, a Bermudian family governance adviser, has been honored with the Geoffrey Shindler Award for Outstanding Contribution to the Profession. The Society of Trust and Estate Practitioners presented the award during their 2026 Private Client Awards in London.
Why it matters
The recognition highlights the significant impact of legislative advancements on international wealth management standards. By honoring Pereira, the industry acknowledges her role in shaping modern governance policies that affect how families steward assets globally.
The Society of Trust and Estate Practitioners maintains a global network of over 23,000 members across 96 countries. The award was chosen from a pool of 5 finalists at the judges discretion.
The players
Gina Pereira
She is the principal of Dāna Stewardship Advisory and a prominent adviser in the field of Bermudian private office and family governance.
Society of Trust and Estate Practitioners
This is a global professional association that provides education and sets standards for practitioners in the wealth management sector.
The details
Gina Pereira, who leads Dāna Stewardship Advisory, was specifically recognized for her leadership on Bermuda’s Trustee Amendment Act 2025 and the Benefit Entities Act 2025. She also served as chairwoman for the organization's Responsible Stewardship of Wealth Steering Committee, focusing on professional standards.
Timeline
The Trustee Amendment Act and Benefit Entities Act were enacted in 2025.
The Geoffrey Shindler Award was presented in 2026.
Market Dynamics
This award marks a shift toward prioritizing responsible wealth stewardship and rigorous legal frameworks within the private client sector. It aligns with the implementation of Bermuda's Trustee Amendment Act 2025, signaling an evolution toward more transparent family governance models globally.
The legislative changes supported by this award may influence the jurisdictional choices available to high-net-worth individuals managing trusts. Readers should consult with their estate planners to understand how new statutory frameworks in regions like Bermuda impact their existing governance structures.
The takeaway
Advancements in trust law often provide broader legal protections and clearer operational guidelines for family offices. Professionals and clients alike should track these legislative updates to ensure their governance structures remain compliant with evolving international standards.
Further reading
For more information on current wealth management standards, visit Financial Planning.
Source note: This article includes information reported by The Royal Gazette.
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