STEP: A Leading Organization in Wealth Planning
The Society of Trust and Estate Practitioners (STEP) is an international organization bringing together professionals specializing in estate planning, family wealth management, fiduciary services, and the administration of companies, foundations, and trusts. Founded in 1991, STEP now has over 21,000 members in 96 countries and organizes events and training programs to ensure high levels of expertise and ethics among its members.
STEP aims to help families and entrepreneurs structure their wealth transfers by providing high-quality professional advice. Its members include lawyers, notaries, accountants, financial advisors, wealth managers, and other specialists in fiduciary and estate matters.
My Swiss Company SA: STEP Member (Swiss Branch)
My Swiss Company SA is a firm specializing in assisting entrepreneurs, families, and businesses in wealth planning, tax optimization, fiduciary services, and the administration of companies and foundations. As a member of STEP (Swiss Branch), My Swiss Company SA ensures recognized expertise in managing complex fiduciary and estate structures.
Its director, Andrés Taracido, holds the prestigious TEP (Trust and Estate Practitioner) title, demonstrating his in-depth expertise in estate and fiduciary planning. His profile is available on the official STEP website: Andrés Taracido – STEP.
Through its STEP membership, My Swiss Company SA benefits from an international network of qualified professionals, enabling it to provide specialized and tailored advice to its clients. Being a STEP member demonstrates compliance with the highest standards in governance and regulatory compliance.
Services Provided by My Swiss Company SA as a STEP Member
Professions:
- Corporate Administrator: Management and administration of legal and corporate structures tailored to the needs of businesses and individuals.
- Fiduciary Services: Establishment and management of fiduciary structures to protect and organize family and estate assets.
- Financial & Insurance Advisory: Financial and insurance consulting to optimize investments and ensure efficient asset transfers.
Practice Areas:
- Charity Formation/Administration: Establishment and management of charitable entities and philanthropic foundations.
- Civil-Law Planning (incl. Foundations): Asset structuring under civil law, including setting up foundations and other asset protection structures.
- Company Formation/Management: Business incorporation and administration to meet clients’ entrepreneurial, wealth, and tax objectives.
- Compliance/Regulation: Regulatory compliance and adherence to international wealth and fiduciary management standards.
- Estate Planning/Administration: Estate structuring and inheritance management to ensure smooth asset transfers.
- Family Business: Support and structuring of family businesses to ensure longevity and smooth succession.
- Family Office: Long-term wealth management for high-net-worth families, including investments and succession planning.
- Investment: Investment advice and structuring to align with clients’ financial and wealth goals.
- Tax: National and international tax optimization to minimize tax burdens and protect assets.
- Trust Planning/Administration: Establishment and management of trusts tailored to family and business needs.
Requirements to Become a STEP Member
STEP membership is open to legal, financial, and wealth management professionals with relevant experience and who meet rigorous qualification criteria. There are several membership levels:
- Affiliate Member: For professionals wishing to join STEP and expand their knowledge in wealth planning.
- Full Member: Requires the completion of a STEP-recognized training program or validation of the candidate’s skills and experience.
- Student or Young Professional: For early-career individuals looking to complete training to advance to higher membership levels.
The TEP (Trust and Estate Practitioner) Status
The TEP title is the highest recognition of expertise in fiduciary and estate management. To obtain this title, one must:
- Demonstrate significant experience in the field (typically at least five years).
- Pass a STEP-accredited examination program (e.g., STEP Diploma in Trusts and Estates).
- Show ethical and professional commitment through continuous competency assessment.
The TEP status is a mark of competence and reliability, widely recognized by financial institutions, law firms, and regulatory authorities worldwide.
My Swiss Company SA’s membership in STEP (Swiss Branch) confirms its commitment to offering high-quality services in wealth management and estate planning. With its director, Andrés Taracido, holding the TEP certification, My Swiss Company SA ensures its clients benefit from recognized expertise aligned with the highest international standards.