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

Mark Walley

Michael Cadesky Fpca Ftihk Cta Tep

Emily Deane

Andrew Kidd

Jim Walkinshaw

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

The Legal and Compliance team at STEP ensures that the organization adheres to regulatory standards and best practices within the trust and estate sector. Comprising experienced trust and estate practitioners, the team provides legal guidance, oversees compliance issues, and develops policies to protect the integrity of STEP's operations and its members. They also collaborate on initiatives addressing emerging legal challenges and promote ethical standards across the global network.

Legal and Compliance

The Marketing and Communications team at STEP is responsible for promoting the organization’s mission and services to its global network of members. They develop and execute strategic marketing campaigns, manage events that foster member engagement, and create compelling web content to enhance the user experience. Additionally, the team ensures effective communication through various channels, focusing on professional development and networking opportunities for trust and estate practitioners across generations.

Marketing and Communications

The Operations and Support team at STEP ensures the smooth functioning of the organization's global operations by managing financial, human resources, and IT-related activities. This team is responsible for optimizing processes, maintaining data protection standards, and providing essential administrative support to enhance member services and foster professional development opportunities across chapters worldwide.

Operations and Support

The Leadership Team at STEP is responsible for shaping the strategic direction and overall vision of the organization, ensuring the effective delivery of professional development and networking opportunities for its global membership. Comprising the Vice President, Chief Executive, and Chief Operations Officer, this team works collaboratively to enhance member engagement, oversee operational efficiency, and promote best practices within the profession of trust and estate planning.

Leadership Team

The Web and Editorial Services team at STEP is responsible for enhancing the organization’s online presence and communication strategies. They manage the development and maintenance of the company’s website, ensuring it serves as a valuable resource for members and practitioners. In addition, the team oversees editorial content, producing high-quality publications and communications that inform and engage STEP members while promoting best practices in the trust and estate profession.

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STEP – Advising Families Across Generations

Org chart

Teams

Committees and Memberships

Legal and Compliance

Marketing and Communications

Operations and Support

Leadership Team

Web and Editorial Services

Offices

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STEP – Advising Families Across Generations

Org chart

Teams

Committees and Memberships

Legal and Compliance

Marketing and Communications

Operations and Support

Leadership Team

Web and Editorial Services

Offices

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