About STEP

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning.

We work to improve public understanding of the issues families face in this area and promote education and high professional standards among our members.

STEP members help families plan for their futures, from drafting a will to advising on issues concerning international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.

What We Do

Our mission and vision, our people, our brand

For The Public

How can STEP and its members help you?

Where We Are

More than 21,000 members in 96 countries

Press Office
Professional Standards
Public Policy