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Welcome to the STEP Jersey Branch

The Jersey Branch of the Society of Trust and Estate Practitioners (STEP), established in 1993, represents those working in trust administration and associated wealth management. With over 1,100 members, many of whom are in the process of working towards STEP professional qualifications, the Jersey Branch is the largest in the world outside London. The Branch is run by a committee of professionals drawn from across the island’s wealth management industry.

STEP’s mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education, and connecting practitioners globally to share knowledge and best practice.

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News and Events

Click HERE to register for upcoming seminars, events and news

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Our Sponsors

STEP Jersey is a not-for-profit organisation which supports the learning and progression of all local fiduciary professionals. We rely on the generosity of valued corporate sponsors to help support our efforts. 

We are grateful to Investec, London & Capital and Savills for their continued support.

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ADVISING FAMILIES ACROSS GENERATIONS

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