STEP is the worldwide professional association for those advising families across generations, offering training and development to a global network of trust and estate practitioners. All STEP members belong to a branch or chapter that provides professional development and opportunities to network with peers at a local level. We have 20,000 members in over 100 branches and chapters across the world.

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STEP – Advising Families Across Generations

STEP – Advising Families Across Generations' headquarters in London, United Kingdom

Michael Cadesky Fpca Ftihk Cta Tep

Emily Deane

Jim Walkinshaw

Nisha Singh

Matthew Gilligan

Colin Blomfield

Michael Tsingo

Kishan R.

Ben Bell

This department manages and supports the organization's members, ensuring engagement and providing necessary resources.

Membership Services

This department specializes in managing and advising on trust and estate matters.

Trusts and Estates

This department focuses on managing and developing relationships with affiliates to enhance collaboration and mutual growth.

Affiliate Relations

This department oversees the organization and management of local branches and their committees.

Branch Coordination

The Committees and Memberships team at STEP plays a crucial role in fostering engagement and collaboration among members by facilitating professional development and networking opportunities. This team oversees various committees and special interest groups, supports the growth of local branches, and organizes events that connect trust and estate practitioners globally. By promoting best practices and sharing knowledge, they ensure that members receive valuable resources to enhance their advisory skills across generations.

Committees and Memberships

This department manages financial oversight and strategic direction through committees and collaborative governance.

STEP – Advising Families Across Generations

Org chart

Teams

Membership Services

Trusts and Estates

Affiliate Relations

Branch Coordination

Committees and Memberships

Steering and Finance

Offices

STEP – Advising Families Across Generations

Org chart

Teams

Membership Services

Trusts and Estates

Affiliate Relations

Branch Coordination

Committees and Memberships

Steering and Finance

Offices

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