STEP Zurich

STEP is the worldwide professional association for those advising families across generations, offering training and development to a global network of trust and estate practitioners. All STEP members belong to a branch or chapter that provides professional development and opportunities to network with peers at a local level. We have 20,000 members in over 100 branches and chapters across the world. Zurich being one of the top tier vibrant financial centres worldwide, the STEP Zurich Centre was founded in 1993 (former Swiss German and Liechtenstein Branch of STEP). Since those beginnings in 1993, STEP Zurich Centre has grown its members to 542 (2023), making it the second biggest centre in Switzerland and second only to the UK and Jersey. Our members include a whole array of qualified professionals from the legal and accounting profession, trustees, managers and practitioners throughout the different areas of the financial services industry. STEP Zurich’s prime objective is to promote high professional standards within the profession, to provide educational and networking opportunities for its members and to contribute to debate and public policy in its specialist field. To promote these values, Zurich Centre organises regular lunches, webinars, workshops and other forms of knowledge transmission events in respect to the latest legal, tax and regulatory developments that are of interest and pertinent to its members. The full STEP accreditation is an established, industry-wide seal of quality and trust within an ever changing and complex environment. It is gaining popularity among prime private and institutional clients and within the professional community.