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STEP New York was founded in 1995. With over 300 members, we are the largest and fastest-growing branch in the United States.

We host at least 12 meetings and events per year, many of which provide CLE and CPE credits, and we have an average 75 attendees each meeting. In addition, each March we co-host an annual International Estate Planning Institute.

 

STEP New York Officers 2021

STEP New York Branch Officers serve for a three-year term:

Co-Chairs:

  • Ed Devine, Brown Brothers Harriman Trust Company
  • Glenn Fox, Baker & McKenzie

Treasurer

  • David Isaacs, Triple Peel International, LLC

Vice Chairs:

Chair of the Program Committee

  • Kathryn von Matthiessen, Katten Muchin Rosenman LLP

Chair of the Events Committee

  • Carly E. Doshi, HSBC

Chair of the Communications Committee

  • William J. Kambas, Withers Bergman LLP

Chair of the Membership Committee

  • Darrell King, Stonehage Fleming US LLC

Chair of the Sponsorship Committee

  • Peter Culver, Family Wealth Advisors

Communications Officer

  • William Kambas, Withers Bergman LLP

What Our Members Do

Our members work with families, helping them with real problems. Some examples of what our members advise on are: providing for a husband following his wife’s death, while protecting the interests of their children; ensuring elderly or vulnerable relatives are cared for and supported; helping families with interests spread across the world to be compliant with the laws and tax rules of different countries; ensuring that a family business will pass safely from one generation to another; and helping clients to support charitable causes in an effective way.

Continue reading more about our relationship with STEP Worldwide here.