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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.

Anniversary Interview

A relevant professional qualification such as being a Full STEP Member or TEP instantly became important to employees wishing to progress their careers and to employers, says Rosemary Marr TEP.

The impact of Gen Z on Business Families

What makes Gen Z unique and how this increased awareness can help advisors work better with families?

Hosted by STEP Business Families SIG - Tuesday 26 October 2021 - 15:00 - 16:00 (GMT +1)

LATAM Conference

This in-person conference will take place on 14-15 October 2021 at the Riviera Maya in Mexico.


Advanced Certificate in Advising the Family Business.


Whatever your training or experience, we have a membership category that’s right for you.

Setting Standards

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

Read the latest STEP Journal

In Issue 4 of the STEP Journal 2021, we shine a spotlight on North America, exploring the latest legislative developments in Canada and the US, particularly the remote witnessing of wills. This issue also has a special focus on family business, with our cover feature delving into reputation management for high-net-worth individuals and their families.

Read full issue

New Guide to Responsible Stewardship of Wealth

Responsible stewardship is interwoven throughout the fabric of society. It informs the way we plan for our immediate and long-term needs, the needs of our current family members and future generations. This Guide, sponsored by IQ-EQ, seeks to engender a discussion on responsible stewardship and what it means for wealth holders.

More information

Industry News

All Guernsey financial institutions (FIs) will soon have to register on the Revenue Service's information gateway online reporter (IGOR) system, whether or not they have reporting obligations under...


Consultation closes today on the Ministry of Justice's proposal to align probate fees in England and Wales to a single fee of GBP273 for all applicants.


Mexico’s Ministry of Finance and Public Credit (Secretaría de Hacienda y Crédito Público) has presented its Economic Package for 2022 (Paquete Económico para 2022) to the Chamber of Deputies (Cámara...


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.