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STEP is the global professional association for those advising families across generations. Our mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education, and connecting practitioners globally to share knowledge and best practice.
Our dedicated National Policy Committee supports the goal of STEP being the leading professional body advocating for trust and estates matters. Key area’s of advocacy are informed by the views of our expert members.
"Education and policy are the most important things that STEP does. There is also the social aspect, which is great, but making it easy for people to keep up to date in the area of Trusts and Estates and having a voice where change is needed is vital."
"To me, being a STEP member means being constantly surrounded by the best trusts and estates minds around and having access to (what I think is) the best education network in the world."
"STEP will provide you opportunities to grow with quality education and resources, professional recognition and international connections."
With access to a global network of 20,000 professionals, STEP Members receive the benefits of discounted prices and exclusive offers to courses, events and resources crucial to business development.
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