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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

STEP provides an informed, expert and global private sector perspective on national and international policy and regulation, says Professor Jason Sharman.

Join a SIG

Update your specialisms and focused areas of practice with STEP’s Special Interest Groups (SIGs). We have seven global SIGs for you to choose from.

Thought Leadership

Global trust legislation and reform: modernising trusts for the competitive international market.

24 August 2021 - 16.30-17.30 UK Time (GMT+1)


STEP Diploma in International Trust Management.


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.

Industry News

The Supreme Court of the United States (the Supreme Court) striking-down of a California law mandating the disclosure of major charitable donors in July 2021 is likely to have a wide impact on state...


A new proposal from HM Treasury will require that any virtual-asset transfer of above GBP1,000 must be accompanied by detailed personal information of both the originator and beneficiary.


Pursuant to the Anti-Money Laundering Act of 2020, the US Department of the Treasury's Financial Crimes Enforcement Network (FinCEN) has issued the Anti-Money Laundering and Countering the Financing...

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 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


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.

The consultation on modernising LPAs has been published, Emily Deane TEP writes