Crysalia shortlisted for prestigious STEP AWARDS 

July 10, 2023 

Just over 2 years following its inception, Crysalia has been shortlisted for the STEP AWARDS’ Family Business Advisory Practice of the Year category. 

Commenting on Crysalia’s nomination, Caroline Phaneuf, Co-founder and Managing Partner at Crysalia says: Being recognised by our peers in the very intimate circle of the Enterprising Families community is an honour. It is also testimony to the growing importance of human capital as a means to address the many dilemmas and challenges faced 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 provide advice regarding the competing dynamics between family and business, and their governance. 

Patricia Saputo, Co-founder, Executive Chairperson of the Board & Strategic Advisor at Crysalia, adds: as a steward of wealth, Family Office Executive and Enterprising Family member, I am proud to see that our community is becoming increasingly aware of the benefits to invest in human capital the same way we invest in financial capital.  

The 18th anniversary STEP Private Client Awards will be celebrated on September 21, 2023, 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.