Expertise.
STEP members provide expert advice on trusts, estates and inheritance planning.
Resources.
STEP provides representation, education, training and networking for its members.
Resources.
STEP provides representation, education, training and networking for its members.
Networking.
STEP is a local, national and international learning and business network.
Sharing.
Through publications and conferences, members share knowledge and experience.
Step events
16.07.2026 @ 14:00 - 15:15
FORTHCOMING SWISS TRANSPARENCY REGISTER AND CHANGES TO AMLA IMPACTING PROFESSIONAL ADVISORS
Where: WEBINAR
Panelists: Marc Blumenfeld - Founder of Alithis AG, Zurich, Thomas Roullet - Partner at Eversheds Sutherland Ltd, Geneva; Barbara Neuerburg – CEO & Founder of Taidos AG, Zug, Filippo Turato - Partner at Capital Trustees AG, Lugano