STEP (the Society of Trust and Estate Practitioners) is the leading worldwide professional body for practitioners in the fields of trusts, estates and related issues. STEP members help families secure their financial future and protect the interests of vulnerable relatives and help clients with issues relating to: family office support, international and domestic tax planning, cross-border succession, estate planning structures for ownership of worldwide assets, charitable foundations and so forth.
We have a number special focus groups, one of which is in the area of philanthropy advisory.
The Philanthropy Advisors Group exists to build a community of professional philanthropy advisors to enhance the strategic nature of giving and social investing. The group encourages best practice in the growth of philanthropic advisory and seeks to provide training and education to existing and budding philanthropy advisors.