About Us - STEP San Diego

STEP San Diego is a group of practitioners focused on international planning for individuals. It provides all its members access to high-level trusts and estate resources.

STEP San Diego has a vibrant cross-border membership that spans Tijuana and southern California and encompasses the accounting, legal, banking, fiduciary, insurance, and family office sectors. It welcomes all professionals with a global trust and estate focus for private and corporate clients.

We invite you to join our email list or contact us for general inquiries or referrals.


STEP San Diego hosts monthly presentations by leading practitioners around the region and nation. The program includes lunch, networking, and CLE credits.