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.
We are pleased to announce the results on the election of our new Step New York Board for 2019!!! Megan Worrell, Duane Morris, Chair Ed Devine, Brown Brothers Harriman, Vice Chair and Chair of Program Committee Marina Cristiani, CISA New York & Brent Lipschultz, PWC : Vice Chairs and Co-Chairs Events Committee Carly McKeeman Doshi,… Read More
STEP New York is proud to unveil our new website and corresponding event registration system. Now, STEP members can easily register for events directly on the STEP New York website using the Event Calendar. Simply look for the “register here” button on an event of interest. Current STEP members who have not yet registered with… 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.
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