We were delighted to win a Private Client Award last year, says Nathan Prior. It’s possibly the best endorsement of the work we do for clients, and is recognised by fellow professionals as a true mark of excellence.
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STEP is the global professional association for those advising families across generations. We promote education and high professional standards among our members, and seek to improve public understanding of the issues faced by families in this area.
Spotlights Week
Deepen your knowledge in a specialist area and choose from 21 one-hour webinar sessions taking place this week.
Webinars: 30 November – 4 December 2020
Orange County
On behalf of The Board of the STEP Orange County, I am pleased to extend this invitation to its 10th Annual Institute on Tax, Estate Planning, and the World Economy.
8 - 9 February 2021
Cross-Border Estates
A specialist qualification that offers you a detailed insight into the different issues that arise when dealing with cross-border estate planning and succession worldwide.
Setting Standards
Our Codes of Professional Conduct set out the ethical and professional standards our members should uphold.
COVID-19
STEP has been monitoring the development of the COVID-19 situation around the world. Our primary concern is the health and wellbeing of our members, our staff, our volunteers, and our event and course delegates and we are working to support our members across the world through this difficult time.
Welcome to the latest issue of the STEP Journal
Welcome to Issue 5 of the STEP Journal. This issue shines a spotlight on the Asia-Pacific region, exploring China’s first-ever judicial recognition of testamentary trusts, and an NSW Commission’s approach to accessing digital records upon death or incapacity, among others. From property insurance and reporting compliance to purpose-driven investment, this issue also shares the latest in investment and insurance trends globally.
Read more from STEP Journal, October 2020
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