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