About Congress

Our third Global Congress was held in Vancouver, Canada in September 2018

At this Congress, set in one of the world’s most beautiful cities, we seized the challenge of examining what change demands of each of us and how to handle it, and yes, even embrace it.

Led by an outstanding diverse group of speakers, we explored the major demographic, cultural, technological, economical, political and legal changes that are currently, or will be, impacting practitioners. 

This intensive two-day event explored, probed, deconstructed and debated some of the most important issues that will impact each of us in our work and our profession as a whole.


Congress 2018

“With vibrant topics suitable for the global market, speakers presenting at an advanced level and smooth competent management in a 
superb venue, the Congress was an inevitable success”


“The STEP Global Congress is fast emerging as the Davos of the private client world, bringing together the leading figures in our industry from around the world to debate and discuss the truly global themes impacting on the sector.”

Congress 2018 Gallery

 gallery 2018

The Sponsors

Jersey Finance Pictet North America Advisors S.A. Rawlinson & Hunter Ministry of Financial Services - Commonwealth of the Bahamas IRI-The Marshall Islands Registry Bermuda Business Development Agency Abu Dhabi Global Market Bryn Mawr Trust Company of Delaware International Wealth Tax Advisors LOM Financial Miller Thomson LLP Touchstone WSFS Wealth - Christiana Trust Enhance Group Henley & Partners Invest Barbados Boslil Bank Limited Hull & Hull LLP Legacy Tax + Trust Lawyers Thorsteinssons LLP