Meeting the Needs of Modern Families
STEP has undertaken a research project, sponsored by TMF Group, to gather insight about the families that STEP members advise and their wealth and succession planning needs.
Jessica Parker maps out a prudential approach for when a family business is facing a criminal or regulatory investigation.
The Academic Community aims to further research in the fields of practice represented by STEP.
This series of six webinars will run once a month from January 2022 through to June 2022.
STEP Diploma in International Trust Management.
Whatever your training or experience, we have a membership category that’s right for you.
STEP has been monitoring the development of the COVID-19 situation around the world.
Read the latest STEP Journal
In Issue 6 of the STEP Journal we shine a spotlight on the Asia Pacific region, with updates from China, India, New Zealand and more. We also delve into the world of digital assets and cryptocurrencies in a special technology focus. In addition, read about STEP’s latest thought leadership reports, Digital Assets: A Call to Action and Meeting the Needs of Modern Families.
STEP is a trusted partner and delivers the voice of practitioners to policy makers, says Gerard McNamara.
Our Codes of Professional Conduct set out the ethical and professional standards our members should uphold.