STEP is the worldwide professional association for those advising families across generations. We promote best practice, professional integrity and education to our members. Our members help families plan for their futures: from drafting a will or advising family businesses, to helping international families and protecting vulnerable family members.

Today we have 20,000 Members across 96 countries. They include lawyers, accountants and other trust and estate specialists.

Working Together

For over 20 years, CLTI and STEP have worked closely together to design, develop and deliver a series of certificated and non-certificated programmes, often leading to the award of a professional qualification and membership of STEP.

During this time, we have grown together and developed more than 25 training courses and qualifications worldwide – all of which aim to provide relevant and up-to-date content to ensure all practitioners and members of STEP continue to become industry leaders.

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