We are the local branch of the Society of Trust and Estate Practitioners ("STEP"), a global professional organization of private client practitioners. Our primary purpose is to improve public understanding of the issues families face in relation to inheritance and succession planning, and to promote education and high professional standards among our members.
As a STEP member you are part of a unique global network of more than 20,000 practitioners across 96 countries. You may have already heard about the Grow with STEP marketing campaign via your member emails and the STEP Journal. STEP membership is considered a mark of excellence and our high standards are recognized internationally. In… Read More
STEP New York is pleased to announce upcoming programs and events for Fall 2018. Additional details and registration links will be available soon. The complete list, available through November 2018, can be accessed at https://www.stepnewyork.org/category/events/. Please save the dates!
To help families plan their assets across generations by:
-Promoting high professional standards
-Connecting advisors and families globally
-Informing public policy
-Acting in the public interest
We host interesting speakers on topics of interest at least twelve times per year.
STEP New York
Advising Families Across Generations.
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