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Bringing together renowned lawyers and banking, trust and accounting professionals related to the planning, structuring and management of wealth in Latin America.
STEP, The Society of Trust and Estate Practitioners, is a unique professional body providing members with a local, national and international learning and business network focusing on the responsible stewardship of assets today and across the generations. STEP provides education, training, representation and networking for its members
STEP has over 21,000 members across 95 jurisdictions from a broad range of professional backgrounds, including lawyers, accountants, trust specialists and other practitioners in this area.
STEP members help families plan for their futures, specializing in a wide range of activities, from drafting a relatively simple will to more complex issues surrounding international families, protection of the vulnerable, family businesses and philanthropic giving.
We are the Latin American, (regional) representatives of STEP Worldwide.
By joining STEP, practitioners and employers benefit from quality education and resources, professional recognition, and international connections. There are three routes to membership, depending on a practitioner's level of experience and qualifications.
Find out more here.