Welcome to STEP

The worldwide professional association for practitioners dealing with family inheritance and succession planning


STEP Global Congress - How will transparency impact on tax planning? - A perspective on supranational initiatives and their impact on wealth planning, 6-7 November 2014, Miami, USA.

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STEP general guidance for trusts under a Model 1 IGA to assist practitioners in Model 1 jurisdictions that have not yet published their own guidance.


Qualifications & CPD

Family Business Asia BrochureSTEP Advanced Certificate in Family Business Advising
The 2014 Asia sitting will be held in Singapore and Hong Kong. View course dates here. Enrol now

60 second interview

Warren WhitakerMeet G. Warren Whitaker, Partner with Day Pitney LLP, New York

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STEP Journal online

What’s yours is mine. Bribes and secret commissions received by an agent are held on trust for its principal.

September 2014 issue