STEP’s mission is 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.

Full STEP members (TEPs) are internationally recognised as experts in their field, with proven qualifications and experience. They are leaders in the private client industry, providing expertise and advice to HNW/UHNW clients globally. Many STEP members are senior decision-makers in their organisations and trusted by their clients to manage all legal and financial aspects of their portfolio.

STEP members help families plan for their future, specialising in a wider range of activities from drafting a relatively simple to more complex issues around international families, protection of the vulnerable, family businesses and philanthropic giving.

This media pack gives you a wealth of channels and opportunities to reach and engage with the STEP membership and their wider community.