We are STEP Cayman Islands

Welcome to the STEP Cayman Islands website.

Since its establishment in 1997, STEP Cayman has grown dramatically from its beginnings as a niche society for accountants and lawyers working with trusts, to a highly engaged body of world-class trust professionals employed across the financial services industry.

People

The STEP Cayman Council is made up of the following professionals from the Cayman Islands trust and private client community. We are extremely lucky to have such experienced and world-renowned experts as part of our world-class community.

Anthony Partridge

Head of Education Committee

Carlos de Serpa Pimentel

Co-Head of Legislative Committee

Emma Santiago

Council Member

Maxine Bodden

Deputy Chair

Bernadette Carey

Head of Communications and Marketing Committee

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Events

21 April
Meeting/Seminar

Canadian Tax 101 & Federal Budget Update

George Town Yacht Club The Barcadere Marina

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14 October
Meeting/Seminar

Helping your clients design a strategic plan for purposeful wealth

George Town Yacht Club The Barcadere Marina

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24 February
Meeting/Seminar

Capacity for Chaos

George Town Yacht Club The Barcadere Marina

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28 April
Conference

STEP Cayman Conference 2022 – Kimpton Sea Fire – 28th April

Kimpton Seafire Resort and Spa 60 Tanager Way

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31 May
Meeting/Seminar

Tales from Toronto: Canadian Trust, Estate and Tax Traps with a Budget 2022 Chaser

George Town Yacht Club The Barcadere Marina

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14 June
Meeting/Seminar

Transparency, trends and enduring themes – an update from the UK

George Town Yacht Club The Barcadere Marina

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7 July
AGM

Society of Trust and Estate Practitioners (Cayman Islands)

George Town Yacht Club The Barcadere Marina

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8 September

STEP Cayman Lecture

George Town Yacht Club The Barcadere Marina

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Join

Learn more about how to join the leading international network of experts in trust and estate planning.

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Insights

Trustees trapped by troublesome trusts: take ten

Striking the balance between ESG investing and financial stability as a Cayman trustee

Cayman Islands Foundation Companies: An Overview

STEP Cayman talk – Equity Trust PC decision

PROVENANCE PROPERTIES PUBLISHES ‘THE CAYMAN ISLANDS: A PREFFERED ADDRESS FOR ULTRA-HIGH-NET-WORTH FAMILIES’ RESEARCH PAPER

Privy Council provides important clarification of the rights of current and former trustees

Cayman courts continue to provide essential guidance to trust practitioners navigating complex trust and estate challenges

Substratum – what is it and do I need to worry about it?

IF RISING INFLATION IS THE QUESTION, IS REAL ESTATE THE ANSWER?
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STEP Cayman Conference

Learn more about the STEP Cayman branch conference here.