Vision, Mission and Values

Our vision, mission and values are our guiding principles.

STEP’s vision

STEP's vision is to be the pre-eminent worldwide professional association for those advising families across generations.

STEP’s mission

To help families plan their assets across generations by:

  • Promoting high professional standards
  • Educating professionals
  • Connecting advisors and families globally
  • Informing public policy
  • Acting in the public interest.

STEP's values

  • Promote professional educational attainment.
  • Act transparently.
  • Uphold professional standards.
  • Serve our members, whatever their professional background, wherever based.
  • Recognise our responsibility to the public interest.

For the Public

Information & advice

Find a member, make a complaint or find out more about planning for your family’s future

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Our Brand

Simply known as STEP

We are a professional, international and outward facing organisation; and our brand has evolved to reflect this.

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Our History

Why & how STEP was founded

STEP was founded in 1991 by George Tasker as a hub for local forums of practitioners..

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