STEP is the worldwide professional body for those advising families on long-term wealth planning. STEP helps to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members.
STEP has over 19,400 members across 95 jurisdictions from a broad range of professional backgrounds, including lawyers, accountants, trust specialists and other practitioners in this area. STEP members help families plan for their futures, specialising in a wide range of activities, from drafting a relatively simple will to more complex issues surrounding international families, protection of the vulnerable, family businesses and philanthropic giving.
Dominic Mills and Karen Chase are both full members of STEP.
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