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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.

Responsible Stewardship of Wealth

Download our new publication: Circular Economy Principles for Family Business and Wealth Stewardship: A New Governance and Sustainability Framework

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Press Release

The membership body STEP is today making it easier for professionals to meet their career needs by introducing improvements to how its Diploma qualifications are delivered.

Thought Leadership Webinar

Applying circular economy principles to family business and wealth stewardship, 21 July 2022

STEP Directory

Search for STEP members, firms, branches or jurisdictions.

Qualifications

Diploma in International Trust Management.

Jobs Board

Find your ideal role, or recruit your ideal candidate.

COVID-19

STEP is monitoring the development of the COVID-19 situation around the world.

Read the latest STEP Journal

Issue 3 of the STEP Journal features a regional focus on the Crown Dependencies that covers the latest legislation and regulatory updates. This issue also shines a spotlight on investments, delving into the world of non-fungible tokens, cryptocurrencies, cannabis and other alternative assets that are changing the investment landscape and how we advise.

Read full issue

Industry News
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Tax advisors are advising corporations that significant changes to Hong Kong's foreign-sourced passive income taxation regime are likely be introduced in January 2023.

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A report from the House of Commons' Foreign Affairs Committee calls on the UK government to strengthen legislation against professional enablers of criminal finance who have helped facilitate the...

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The Chilean government’s tax reform, presented on July 1, 2022, will see the introduction of a wealth tax on the top 3 percent of the country’s highest earners, the Ministry of Finance has said.

Russia-Ukraine conflict

STEP's statement on Ukraine, what you need to know about sanctions and members' responsibilities.

Setting Standards

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