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.

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.

Philanthropy Advisors

Our Blended Value: What every practitioner needs to know about ESG, impact investing, and sustainability webinar is on 13 October.

LATAM Conference

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

Qualifications

Advanced Certificate in Advising the Family Business.

Join STEP

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
Image
Content

The Australian Tax Office (ATO) has launched an enforcement drive against residents who fail to declare foreign income in their tax returns and then disguise the character of the funds when...

Image
Content

The President of the England and Wales High Court Family Division, Sir Andrew McFarlane, has agreed that the will of the late Prince Philip, Duke of Edinburgh, should be kept secret for 90 years.

Image
Content

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...

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.