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.
STEP NY Event: September 30: Winds from the South: An Update from Argentina, Chile, Peru Winds from the South: An Update from Argentina, Chile and Peru This panel will address recent events in each of Argentina, Chile and Peru that are affecting planning for UHNI, and discuss news regarding tax reforms and/or recent new taxes.… Read More
Portugal as a Platform Investment and Tax Residency July 20th from 12:00 to 1:00 pm EST (1 CLE) Presented by Rogério M. Fernandes Ferreira For more than 10 years, Portugal has been adopting a set of tax and legal measures to increase its competitiveness and attract foreign investment. Rogério is Founding Partner of Rogério M.… 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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