At 0800 hours Monday the Tenth Annual Caribbean Conference of Step got underway. Step is an organization founded in 1991 in the United Kingdom, with a membership of experts in finance and administration of wealth.
The president of the Panama chapter of Step, Dayra Berbey de Rojas of Morgan & Morgan, said it's important for Panama to be active in this activity because it promotes the nation's image as an important provider of investment services.
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The Society of Trust and Estate Practitioners (STEP) is the leading worldwide professional body for practitioners in the fields of trusts, estates and related issues. STEP members help families plan their long term financial future, facilitating good stewardship and financial planning across future generations. STEP members also help families comply with the often complex tax rules surrounding trusts, estates and inheritance.
STEP is a unique professional body providing members with a local, national and international learning and business network. STEP provides education, training, representation and networking for its members.
Full members of STEP are the most experienced and senior practitioners in the field of trusts and estates. Members advise clients on the broad business of the management of personal finance.
Operates in Panama
Phone: (507 ) 205-6000
We service our customers by helping them in all aspects of the process of establishing businesses in CA also we provide them with business opportunities in the Financial, Comercial and Real estate sectors.
Operates in Costa Rica
Phone: (506) 2272 9650 - (506) 8845 5439