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About Us

STEP San Diego is a group of practitioners with a focus on international planning for individuals.  It provides access to high level trusts and estates resources for all its members.

STEP San Diego has a vibrant  cross-border membership spanning Tijuana and southern California, and encompasses the accounting, legal, banking, fiduciary, insurance, and family office sectors.  STEP San Diego welcomes all professionals with a global trust and estates focus, for private and corporate clients.

We invite you to join our email list, apply for membership with STEP San Diego, or contact us for any general inquiries or referrals.

Events

STEP San Diego hosts monthly presentations by leading practitioners around the region and nation, which includes lunch, networking, and CLE credits.  Please click here to join our mailing list.