STEP is the global professional body for practitioners who specialize in helping families plan their assets across generations. Our members are experts in family inheritance and succession planning, family offices, trusts and estates, wealth structuring, tax and relocation.

About STEP
With over 21,000 members across 96 countries, STEP promotes best practices, professional integrity, and high standards in advising families on how to secure and transfer wealth responsibility and effectively. Our members include lawyers, accountants, trustees, bankers and other professionally who work with families to ensure compliance, preserve family assets and protect vulnerable beneficiaries.

About STEP Lucerne / Zug
STEP Lucerne/Zug was founded in 2009 with the aim of promoting the Society’s aims across Central Switzerland by providing education, training, representation and networking for our members and contributing to debates on public policy affecting the private client profession and the families we serve.

Activities and Events
As STEP Lucerne/Zug looks ahead to our upcoming calendar of events and initiatives, we are seeking to connect with organisations whose work intersects with our core mission – particularly in areas such as:

• Private client advisory and fiduciary services
• Family office structures and governance
• Cross-border relocation and residence planning
• Tax and regulatory compliance
• Philanthropy and succession strategy
• Cryptographic, blockchain and other distributed ledger technologies and businesses

A partnership could include:

• Engagement in STEP’s education and mentoring efforts to strengthen future talent in the field.
• Co-hosted or sponsored technical events, panel discussions, or private forums
• Joint thought-leadership projects such as white papers, guest speaking, or client-facing seminars
• Participation in STEP’s professional network to enhance visibility among key decision-makers and practitioners in the region

Let’s Connect
We would be delighted to explore potential areas of collaboration and learn more about your priorities. We are confident that a relationship with STEP could add mutual value-both professionally and strategically.