Home Page

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.

60 Seconds Interview

STEP has created a multi-disciplinary community that gives its members the opportunity to meet and work with top professionals worldwide, says Ellen Kratzer TEP, who received a Founder's Award last year.

Business Families

Webinar: Identifying and navigating cross-cultural differences within business families.

Thought Leadership

Introducing family dialogues on the responsible stewardship of wealth: a guide

22 June 2021 - 11.00-12.00 GMT+1


Advanced Certificate in Cross-Border Estates provides detailed insight into the different issues that arise when dealing with cross-border estate planning and succession worldwide. 

Membership renewal

Your membership renewal was due on 1 April 2021.

Setting Standards

Our Codes of Professional Conduct set out the ethical and professional standards our members should uphold.

Industry News

Russian president Vladimir Putin has signed a law annulling Russia's double taxation treaty (DTT) with the Netherlands with effect from 1 January 2022, following failure to negotiate new withholding...


The UK government has postponed implementation of the Divorce, Dissolution and Separation Act 2020 until April 2022.


The meeting of G7 Finance Ministers and Central Bank Governors (the G7) on 4-5 June reached agreement on international tax reform, requiring multinational companies to pay a minimum tax rate of 15 per...

Celebrating 30 years of STEP

Read our Anniversary Journal Issue

In Issue 3 of the STEP Journal 2021, we’re celebrating 30 years of STEP! Follow the journey of STEP via a timeline of key moments in history, and hear from our members as they reflect on the past and look to the future. This issue also features a special focus on insurance and investment, and a spotlight on the Crown Dependencies, delving into two separate cases dealing with the issue of ‘mistake’.

New report on societal benefits of trusts

Social and Economic Benefits of Trusts draws together existing evidence and research about the ways in which trusts can be, and are, used for wider societal benefit, and how they impact every facet of society. The aim is to improve understanding and address common misconceptions, presenting the positive evidence base and shining a light on how and why trusts are used.

Read the Report


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.