STEP brings together professionals from various fields such as law, accounting, banking, and investment advising, who specialize in wealth planning and management in Latin America. With over 21,000 members across 95 jurisdictions, STEP offers education, training, representation, and networking opportunities. Members assist families with a range of services, including will drafting, international family issues, protection of vulnerable individuals, family business matters, and philanthropic giving. Joining STEP provides practitioners and employers with access to quality education, resources, professional recognition, and international connections. Membership eligibility depends on a practitioner's experience and qualifications.
