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.
View Top Employees from STEP – Advising Families Across GenerationsWebsite | http://www.step.org |
Employees | 211 (88 on RocketReach) |
Founded | 1991 |
Phone | (416) 491-4949 |
Fax | (416) 491-9499 |
Industry | Non-profit Organization Management, Membership Organizations, Professional Development, Organizations, Education and Qualifications, Networking and Events, Policy and Advocacy, Publications |
Web Rank | 602619 |
Web Visits | 61830 |
Keywords | Trust And Estate Planning, Family Wealth Management, Succession Planning, Wealth Planning, Tax Planning |
Competitors | American Correctional Association, Canadian Society of Association Executives, International Association of Defense Counsel, Society of Corporate Compliance and Ethics (SCCE), Society of Financial Service Professionals - Detroit Chapter |
SIC | SIC Code 86 Companies, SIC Code 869 Companies |
NAICS | NAICS Code 8139 Companies, NAICS Code 813 Companies, NAICS Code 81399 Companies, NAICS Code 81 Companies |
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Jim Walkinshaw is the Chief Operations Officer of STEP – Advising Families Across Generations.
88 people are employed at STEP – Advising Families Across Generations.
The NAICS codes for STEP – Advising Families Across Generations are [8139, 813, 81399, 81].
The SIC codes for STEP – Advising Families Across Generations are [86, 869].