Welcome to the November edition of the STEP Journal, which celebrates the winners of STEP’s annual Private Client Awards.Find out more
Trust Quarterly Review
On behalf of the editors, welcome to the September 2019 edition of the Trust Quarterly Review.Find out more
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Welcome to STEP San Diego
Ms Helen Cheng TEP, Branch Chair
STEP San Diego is a branch of the Society of Trust & Estate Professionals, the global professional association for practitioners who specialise in family inheritance and succession planning. We work to improve public understanding of the issues families face in this area and promote education and high professional standards among our members.
As one of the largest border towns in the nation, San Diego is a gateway to Mexico and Latin America. It is also a hub to Asia.
STEP San Diego brings together professionals who are qualified and experienced to provide advice, planning and professional services on a global scale.
STEP members help families plan for their futures, from drafting a will to advising on issues concerning international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.
We encourage you to reach out to us for more information on becoming a member of STEP San Diego, attending our events, as well as speaking and sponsorship opportunities.
If you need assistance with any international trust and estate related issues, please contact us with your questions or for more information.