Academic community

The STEP Academic Community is a new initiative aiming to give recognition to the global academic constituency within STEP, and to establish a platform for those members to contribute to the broad education functions of STEP. The global group will provide a forum for cross-discipline and multi-jurisdiction knowledge, research and practice. The key objectives of this community are to:

  • Evolve a scholarly community that is focused on academics’ teaching and research in the field of private wealth administration and succession
  • Provide a communications platform for that scholarly community to develop their knowledge and practice around existing and emerging areas in the wealth administration field and to promote their research and other activities
  • Contribute thought leadership to the education and public policy work of STEP Worldwide
  • Publish scholarly articles for journals in the wealth administration and succession field under the auspices of STEP
  • Coalesce practitioners and academics active in this broad-ranging field, not just STEP members


These are the current members of the Academic Community Committee

Research Project

Demand and Supply of Estate Planning and Business Succession Services. Read more...


STEP offers a number of forums to facilitate discussion and sharing of information

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