Expanding Global Reach With over 22,000 members across more than 100 chapters worldwide, STEP demonstrates significant international presence and influence in the trust and estate planning sector, indicating opportunities to offer global compliance, training solutions, or regional expansion support.

Digital Innovation Focus Recent initiatives like the Digital Legacy Scorecard and cloud service provider scorecards highlight STEP's commitment to leveraging digital tools for estate planning, presenting potential for partnerships in digital asset management, cybersecurity, and innovative legal tech integrations.

Strategic Collaborations Partnerships with firms such as Bedell Cristin, Jersey Finance, and Farrer & Co showcase STEP’s strong collaboration network, suggesting opportunities for joint ventures, sponsorships, or custom professional development programs aligned with industry leaders.

Leadership in Legal Frameworks The launch of initiatives like the Global Representative Power campaign and involvement in law reviews positions STEP as a thought leader in estate and trust legal innovations, which could translate into consulting or technology services targeting legal compliance and estate management.

Financial Stability and Growth Generating revenues between 500 million and 1 billion dollars with a sizeable member base, STEP offers a solid platform for premium educational offerings, specialized software solutions, or membership-driven services targeting trust and estate practitioners worldwide.