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Insights

Global Network STEP has a large, global membership (over 22,000 members across 100+ chapters) indicating substantial cross-border engagement opportunities for professional development programs, sponsorships, and industry partnerships.

Nonprofit Scale As a non-profit with substantial revenue potential (reported as 1B to 10B), STEP represents a mature market with demand for tech, training platforms, and compliance solutions that support large-scale member services and global events.

Education & Events Frequent conferences and forums (international tax and estate planning events, regional dinners, and partnerships) present recurring sales windows for event tech, sponsorships, content platforms, and attendee engagement tools.

Digital Initiatives Recent launches like the Digital Legacy Scorecard and the Global Representative Power campaign signal openness to digital tools, analytics, and security-focused platforms that enhance member services and outreach.

Partnership Potential Active collaborations with law firms and financial institutions (e.g., Bedell Cristin, Jersey Finance) suggest a propensity for outsourcing or co-branded solutions, affiliate programs, and high-trust enterprise technology implementations.

Similar companies to STEP – Advising Families Across Generations

STEP – Advising Families Across Generations Tech Stack

STEP – Advising Families Across Generations uses 8 technology products and services including UserWay, LinkedIn Ads, Microsoft Advertising, and more. Explore STEP – Advising Families Across Generations's tech stack below.

Media & News

STEP – Advising Families Across Generations's Email Address Formats

STEP – Advising Families Across Generations uses at least 4 email formats:
STEP – Advising Families Across Generations Email FormatsExamplePercentage
First.Last@step.orgJohn.Doe@step.org
88%
First@step.orgJohn@step.org
7%
FLast@step.orgJDoe@step.org
3%
Last@step.orgDoe@step.org
2%

Frequently Asked Questions

What is STEP – Advising Families Across Generations's phone number?

Minus sign iconPlus sign icon You can contact STEP – Advising Families Across Generations's main corporate office by phone at
+1-310-581-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is STEP – Advising Families Across Generations's official website and social media links?

Minus sign iconPlus sign iconSTEP – Advising Families Across Generations's official website is step.org and has social profiles on LinkedIn.

How much revenue does STEP – Advising Families Across Generations generate?

Minus sign iconPlus sign icon As of August 2026, STEP – Advising Families Across Generations's annual revenue is estimated to be $1B - $10B.

What is STEP – Advising Families Across Generations's NAICS code?

Minus sign iconPlus sign iconSTEP – Advising Families Across Generations's NAICS code is 813 - Religious, Grantmaking, Civic, Professional, and Similar Organizations.

How many employees does STEP – Advising Families Across Generations have currently?

Minus sign iconPlus sign iconAs of August 2026, STEP – Advising Families Across Generations has approximately 252 employees across 6 continents, including Europe, North America and Asia. Key team members include Chief Executive Officer: R. W., Chief Executive: G. H. and Chief Executive: E. L. Explore STEP – Advising Families Across Generations's employee directory with LeadIQ.

What industry does STEP – Advising Families Across Generations belong to?

Minus sign iconPlus sign iconSTEP – Advising Families Across Generations operates in the Non-profit Organizations industry.

What technology does STEP – Advising Families Across Generations use?

Minus sign iconPlus sign iconSTEP – Advising Families Across Generations's tech stack includes UserWay, LinkedIn Ads, Microsoft Advertising, Twitter Ads, Drupal, Cookiebot, Vimeo and Piwik PRO Core.

What is STEP – Advising Families Across Generations's email format?

Minus sign iconPlus sign iconSTEP – Advising Families Across Generations's email format typically follows the pattern of First.Last@step.org. Find more STEP – Advising Families Across Generations email formats with LeadIQ.

When was STEP – Advising Families Across Generations founded?

Minus sign iconPlus sign iconSTEP – Advising Families Across Generations was founded in 1991.
STEP – Advising Families Across Generations logo

STEP – Advising Families Across Generations

Non-profit OrganizationsEngland, United Kingdom201-500 Employees

STEP – Advising Families Across Generations is a non-profit professional association for individuals advising families across generations, providing training and development to a global network of trust and estate practitioners. Members belong to branches or chapters that deliver professional development and local networking opportunities with peers. The organization comprises about 22,000 members across more than 100 branches and chapters worldwide. STEP is based in London, United Kingdom, at 11-19 Artillery Row, and employs between 201 and 500 people. Its website is step.org, and it engages in partnerships and events as part of its activities.

Section iconCompany Overview

Phone number
+1-310-581-****
Website
step.org
NAICS Code
813 - Religious, Grantmaking, Civic, Professional, and Similar Organizations
Founded
1991
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $1B - $10B

    STEP – Advising Families Across Generations's revenue is estimated to be in the range of $1B - $10B

Company Leadership

  • Chief Executive Officer at STEP – Advising Families Across Generations
    R. W.
    Chief Executive Officer
    Mobile Phone
  • Chief Executive at STEP – Advising Families Across Generations
    G. H.
    Chief Executive
    Mobile Phone
  • Chief Executive at STEP – Advising Families Across Generations
    E. L.
    Chief Executive
    Mobile Phone
  • Vice President - Step Worldwide at STEP – Advising Families Across Generations
    M. C. F. F. C. T.
    Vice President - Step Worldwide
    Mobile Phone
  • Head Of Marketing at STEP – Advising Families Across Generations
    K. F.
    Head Of Marketing
    Mobile Phone

Employee Directory

  • Founder And Advisor at STEP – Advising Families Across Generations
    B. D.
    Founder And Advisor
    Mobile Phone
  • Chief Executive at STEP – Advising Families Across Generations
    E. L.
    Chief Executive
    Mobile Phone
  • Owner at STEP – Advising Families Across Generations
    J. C.
    Owner
    Mobile Phone
  • Chief Executive Officer at STEP – Advising Families Across Generations
    R. W.
    Chief Executive Officer
    Mobile Phone
  • Head Of Marketing at STEP – Advising Families Across Generations
    K. F.
    Head Of Marketing
    Mobile Phone

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