Adviser Honored for Trust and Estate Governance Work
The Society of Trust and Estate Practitioners awarded Gina Pereira for her efforts in shaping international family governance.
Updated on Sept. 24, 2026 in Financial Planning
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Gina Pereira, a Bermudian private office and family governance adviser, received the Geoffrey Shindler Award for Outstanding Contribution to the Profession. The award recognizes her recent leadership and advisory work within the private client sector.
Why it matters
The recognition highlights the ongoing evolution of wealth stewardship and legal frameworks governing family offices. Her work reflects the broader focus on professionalizing private wealth management and governance structures.
The Society of Trust and Estate Practitioners maintains a global membership of 23,000 across 96 countries. Gina Pereira was selected from among five finalists to receive this discretionary award for her contributions over the last three to five years.
The players
Gina Pereira
A Bermudian private office and family governance adviser who leads Dāna Stewardship Advisory.
Society of Trust and Estate Practitioners
A global professional association with 23,000 members providing standards for trust, estate, and tax professionals.
The details
Gina Pereira serves as the principal of Dāna Stewardship Advisory and previously chaired the Step Responsible Stewardship of Wealth Steering Committee. She specifically led initiatives supporting Bermuda's Trustee Amendment Act 2025 and the Benefit Entities Act 2025. These legislative efforts aim to modernize the legal frameworks that private clients use to manage multi-generational assets and family governance.
Timeline
The Trustee Amendment Act and Benefit Entities Act were enacted in 2025.
The Geoffrey Shindler Award was presented in 2026.
Money Landscape
Professional recognition in private wealth management increasingly centers on the ability to navigate changing international regulatory environments. This award highlights the shift toward more rigorous governance standards for family offices as seen in the recent enactment of Bermuda's Trustee Amendment Act 2025.
When evaluating estate or family governance advisers, look for professionals who actively engage with emerging regulatory frameworks and industry stewardship standards. Discuss your specific governance needs with a qualified financial or tax professional to determine if updated trust structures are appropriate for your family's assets.
The takeaway
Industry awards serve as a signal for the types of governance frameworks that are currently being prioritized by leading professional bodies. Consider reviewing your own trust or estate documents with an adviser to ensure they account for the most recent legal standards in your jurisdiction.
Further reading
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