What we do

STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures. We provide confidence to families by setting standards, training and educating our members, and upholding those standards. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.

Our Vision

To be globally recognised as setting the standard for those advising families across generations.

Our Mission

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.

Our Values

Community: We respect each other and value diversity

Collaboration: We work together and learn from each other to find new and better ways of doing things

Integrity: We are honest, open and committed to upholding our ethical and professional standards

Continuous learning: We champion continued learning and development to build the knowledge and skills necessary to deal with a rapidly-changing business environment

Our Brand

Find out about our brand and download our guidelines and logo.

Our Strategy

How we will achieve STEP’s vision.

Annual Report

View our annual financial statements and impact reports, in which we demonstrate what we have done to benefit members.