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STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures. Find out more.

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.

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STEP Journal Plus

Jessica Parker maps out a prudential approach for when a family business is facing a criminal or regulatory investigation.

Academic Community

The Academic Community aims to further research in the fields of practice represented by STEP.

Europe Virtual Panel

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.

Read full issue

Industry News

A recent decision in the Ontario Superior Court of Justice has shown that a standard revocation clause in a will may not be considered applicable to beneficiary designations.


A final public consultation has now opened on the European Commission's (EC’s) proposal for a directive to prevent the misuse of shell entities, published at the end of 2021.


The Association of Chartered Certified Accountants (ACCA) has applied for termination of its status as a regulator of probate services. However, the England and Wales legal sector's super-regulator...

60 second interview

STEP is a trusted partner and delivers the voice of practitioners to policy makers, says Gerard McNamara.

Setting Standards

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