Media Kit

Welcome to the STEP online media pack – the place to find everything you need to know about how to reach over 21,000 STEP members globally

About STEP

STEP is the worldwide professional association for practitioners specialising in family inheritance and succession planning

21,000 members

STEP has over 21,000 members across 95 jurisdictions from a broad range of professional backgrounds, including lawyers, accountants, trust specialists and other practitioners in this area

Member professions

Lawyer/Solicitor/Attorney – 48%
Accountant – 16%
Trust/Fiduciary – 11%
Other (Tax Advisor, Banker, Legal Executive) – 8%
Trust Officer – 7%
Financial Planner – 5%
Wealth Management – 3%
Barrister – 2%

Where in the world

UK & Ireland – 39%
Europe – 14%
Crown Dependencies – 13%
Canada – 11%
Australasia & Asia – 8%
Caribbean, Central & Southern America – 8%
United States – 5%
Middle East – 1%
Africa & Indian Ocean – 1%

Influence

STEP members are leaders in the private client industry, providing expertise and advice to HNW/UHNW clients globally. They are senior decision-makers in their organisations and trusted by their clients to manage all legal and financial aspects of their portfolio

Families

STEP members help families plan for their future, specialising in a wide range of activities, from drafting a relatively simple will to more complex issues around international families, protection of the vulnerable, family businesses and philanthropic giving

Members’ regions of interest

UK & Ireland – 73%
Asia – 19%
Latin America – 15%
Africa & Indian Ocean – 9%
United States – 37%
Caribbean – 21%
Australasia – 11%
Crown Dependencies – 24%
Arabia – 6%
Russia – 9%
Canada – 25%
Continental Europe – 34%
Other – 4%