STEP (Society of Trust and Estate Practitioners)
Its members advise families on structures and succession worldwide.
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Research and membership organization for family offices and family businesses globally.
Family Firm Institute (FFI)Global association for family-enterprise professionals; grants GEN certificates.
Family Office Exchange (FOX)Membership network and research organization for family offices and wealthy families.
Purposeful Planning InstituteCommunity of advisors focused on the human and purpose side of family wealth transitions.
UHNW InstituteNonprofit think tank focused on ultra-high-net-worth families and the advisors who serve them.