Overview of the Society of Trust and Estate Practitioners’ Annual Global Congress

The Society of Trust and Estate Practitioners, more commonly known as STEP, is an internationally recognized professional network for wealth and financial experts and analysts. Primarily, this global association provides services in family inheritance and succession planning.  

Full STEP members are globally recognized practitioners in the industry, with an impressive list of qualification and years of experience. Every year, these wealth experts come together in an event known as the Society of Trust and Estate Practitioners (STEP) Global Congress and address contemporary issues that have major impacts on specific areas of the industry.

This year, the summit will take place on 13-14 September 2018, in Vancouver, Canada. Renowned company executives, wealth managers, wealth analysts, as well as offshore investment experts such as LOM Financial are expected to attend. The event promises to be another must-attend event in a STEP member’s calendar.

The STEP Global Congress is an interactive and enriching environment for members to create networks and establish connections among its global peers. It also provides a great opportunity for everyone to share ideas, discuss recommended related practices at present and beyond.  

One of the association’s main goal is to provide awareness to the public about the issues that all families face in this particular area of financial planning. More importantly, the organization focuses on training, educating, and promoting high professional standards among its members.

The organization’s global practitioners have helped wealthy families make the right decision when it comes to planning their future. Currently, STEP has over 20,000 members coming from 56 countries and the organization is optimistic about welcoming more to their network.