How to Join

STEP is the worldwide professional association for those advising families across generations. Today we have over 20,000 members across 95 countries. They include lawyers, accountants and other trust and estate specialists.

STEP membership is based on education and experience with different levels of membership to suit your progression through your career, culminating in full membership and use of the prestigious TEP (Trust and Estate Practitioner) designation.

Visit the STEP website for details of how to join in your jurisdiction as well as information on member benefits. For more information visit or email

Enhance your career with STEP membership and join over 20,000 members worldwide

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