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.
WAIT, WE HAVE TERM LIMITS?!? Thinking about serving on the STEP New York Board? We welcome your participation! Our Treasurer (Gabe Wolosky) and Sponsorship Chair (Glenn Fox) will have reached their term limits at the end of 2018. If you have interest in serving in these positions (or any of the Board roles) please reach… Read More
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
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.
The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.