A Practical Guide to the Transfer of Trusteeships

Third edition

Consulting editor(s): Richard Williams, Arabella Murphy and Toby Graham

This text, first published by STEP in 2007 and now in its third edition, reviews the difficulties that arise on the transfer of trusteeships, particularly in respect of the negotiation of indemnities, and sets out a suggested approach. The book is an essential reference work for any legal practitioners, trust company professionals, and others involved in advising on the transfer of trusteeships.

Publication date: Aug 2017
ISBN: 9781787421134
Length: 448 pages
Price: £110.00

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Advising the Wealthy Client:

A Handbook for Working with the Ultra Wealthy

Consulting editor(s): Barbara R Hauser

This comprehensive handbook, featuring contributions by leading private client advisers, includes chapters on choosing a country of residence, buying substantial properties, risk and reputation management and provides the essential requirements of wealth infrastructure, the philanthropic framework and the future of global investing. Edited by Barbara Hauser, Editor of The International Family Offices Journal and the latest edition of Family Offices: The STEP Handbook for Advisers, this handbook will provide essential reading for all private client advisers, wherever they are based.

Publication date: Aug 2020
ISBN: 9781787423305
Length: 229 pages
Price: £165.00

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Beneficial Ownership Registers:

The STEP Handbook for Advisers

Consulting editor(s): Paolo Panico

Beneficial ownership registers were introduced in the European Union (EU) under the 4th and 5th Anti Money Laundering Directive, with the ultimate goal of promoting increased transparency in the financial markets. This book, prepared in association with STEP and the first to comprehensively approach this topic, provides an in-depth analysis of the beneficial ownership registers legislation in a number of EU jurisdictions as well as the UK and US. 

Publication date: Aug 2021
ISBN: 9781787424142
Length: 368 pages
Price: £175.00

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Business Families and Family Businesses

The STEP Handbook for Advisers, Second Edition

Consulting editor(s): Simon Rylatt, Boodle Hatfield

This new edition, edited by the Society of Trust and Estate Practitioners (STEP), features chapters by leading practitioners in the field, including the Family Firm Institute, Schroders, Boodle Hatfield and SandAire, Kleinwort Hambros, Dixon Wilson and Rathbones. The book considers what makes business families and family businesses unique, and examines the issues that advisers are often called upon to consider and address when assisting them. It helps practitioners to deepen their understanding of how families operate, and to develop the skills and knowledge necessary to advise on such complex areas as conflicts between working and non-working family members, ownership structure, succession, wealth management, governance and meeting a family’s philanthropic objectives.

Publication date: Jun 2018
ISBN: 9781787421646
Length: 319 pages
Price: £130.00

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Creating the Trusted Team of Advisers for a Family Business

Author(s): Ken McCracken

This special report describes how family businesses can benefit from a high-performing, inter-disciplinary advisory team for trusted advice, with members sourced from different organisations, and who have demonstrably effective processes for looking after an entire family and their business interests. Members of such a team are committed to helping the family achieve success.

Publication date: Oct 2018
ISBN: 9781787422209
Length: 88 pages
Price: £75.00

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Effective Trusts: Minimising Disputes Through Design, Governance and Administration

Author(s): Todd D Mayo, Kevin W Rethore

This Special Report examines the causes of trust disputes and explores the steps that settlors, trustees, beneficiaries and others can take during each stage of a trust’s lifecycle – design, execution, administration and termination – to reduce the risk of sparking a dispute. Filled with real-world practitioner guidance, perspective and insight on issues of critical importance to fiduciaries, trust officials and beneficiaries alike, this Special Report is essential reading.

Publication date: Jul 2022
ISBN: 9781787428812
Length: 131 pages
Price: £125.00

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Family Business and Responsible Wealth Ownership: Preparing the Next Generation

Consulting editor(s): Iraj Ispahani - Ispahani Advisory

This Special Report aims to develop a shared mindset and better understanding across and between the generations, focusing in particular on matters from the perspective of the next generation. It covers key issues pertaining to the important and often complex transitions that all families face, as well as themes which are highly relevant for wealth and business owning families at a time where there is an increasing focus on responsible capitalism. 

Publication date: Jul 2021
ISBN: 9781787425026
Length: 179 pages
Price: £35.00

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Family Enterprises:

How to Build Growth, Family Control and Family Harmony

Consulting editor(s): Richard L Narva

This book compiles the wisdom of experienced leaders of family growth companies and those who advise them, focusing on what works to sustain business success without sacrificing family relationships or control. Each of the contributors is grounded in deep management or professional expertise guiding or advising family-controlled enterprises.  

Publication date: Mar 2015
ISBN: 9781909416505
Length: 360 pages
Price: £125.00

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Family Governance and Surplus Wealth:

Sustaining Family Fortunes

Author(s): Russell Prior

Family Governance and Surplus Wealth: Sustaining Family Fortunes demystifies the topic of family governance and shows advisers and families how governance can assist with the challenges of managing and transitioning surplus wealth. It covers the characteristics and challenges of surplus wealth, why wealthy families need family governance and how family governance can help families with the successful transition of surplus wealth between the generations, and will be important reading and reference for all practitioners advising ultra-wealthy individuals and business families. 

Publication date: Jun 2021
ISBN: 9781787424869
Length: 244 pages
Price: £95.00

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Family Philanthropy

Consulting editor(s): Barbara R Hauser

Family philanthropy around the world is a dynamic and important part of the overall social change landscape. This Special Report aims to demystify the topic and presents in a clear and easy-to-understand format the philanthropy choices available to families. It covers a variety of topics including: how families can make decisions about their philanthropy activities; donor advised funds; ways in which families can support cultural organisations, such as museums; and leaving a legacy for the next generations.

Publication date: Jan 2022
ISBN: 9781787425187
Length: 151 pages
Price: £125.00

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Global Mobility of Ultra-High-Net-Worth Individuals

Consulting editor(s): Nicola Saccardo - Maisto e Associati

Published in association with STEP, this title features contributions by leading private client advisers from 15 key jurisdictions worldwide and provides readers with expert guidance on the tax and legal aspects of inbound and outbound transfer of residence of ultra-high-net-worth individuals. Chapters cover the relevant law in their respective jurisdictions relating to immigration, tax, succession, and family. 

Publication date: Aug 2021
ISBN: 9781787423947
Length: 347 pages
Price: £175.00

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Life Cycle of a Family Business

Consulting editor(s): Barbara R Hauser and Alon Kaplan

This Special Report is a one-stop collection bringing together a distinguished team of international contributors, each an expert in their respective field with a global reputation, to cover the entire life cycle of a family business. It provides guidance on many of the key issues encountered including governance issues, protecting the family business assets, fostering entrepreneurship and succession planning. 

Publication date: Dec 2020
ISBN: 9781787424067
Length: 151 pages
Price: £95.00

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Private Trust Companies

A Handbook for Advisers, Second Edition

Consulting editor(s): Todd Mayo

Private trust companies play an increasingly important role in the wealth structures of many ultra-wealthy families, offering a high degree of control and flexibility in the administration of a family’s trusts and the management of trust assets. Featuring chapters written by leading practitioners from firms including Appleby, McDermott, Will & Emery and Squire Patton Boggs, this edition fully explores the legal, regulatory and practical dimensions of forming and operating a private trust company.

This title's content shines a light on organisational and operational issues such as designing a private trust company’s ownership structure, implementing proper internal controls, outsourcing services and working with professional advisers. Important matters like coordinating with the family office, communicating with family, protecting privacy and handling disputes involving private trust companies are also tackled.

Publication date: Jul 2023
ISBN: 9781787429611
Length: 379 pages
Price: £225.00

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Sustaining Family Enterprise:

Meeting the Challenges of Continuity, Control and Competitiveness

Consulting editor(s): Richard L Narva

This second volume is intended to provide sustenance to those stakeholders committed to the core objectives presented in the title to the first book. It addresses ongoing issues facing both family shareholder control groups and the enterprises they control that surface in ongoing, mature, successful endeavours.

Publication date: Dec 2016
ISBN: 9781911078142
Length: 239 pages
Price: £144.00

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The International Family Offices Journal

Editor(s): Nicola Saccardo, Charles Russell Speechlys

This practical information source co-published with STEP features articles from leading professionals, who discuss a range of topics including: the various family office models and structures; governance issues; protection of assets; charity projects; consensus and communication within families and next gen issues.

Issue date: Mar 2024
ISSN: 2398-7502
Frequency: Quarterly
Price per annum: £895.00

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Trust Laws in Cyprus:

An International Perspective

Consulting editor(s): Paolo Panico - Paolo Panico’s Law Chambers; Private Trustees SA

Trust Laws in Cyprus reviews both the Cyprus International Trust Law and the Trustee Law 1955, and places them in an international context, pointing out the solutions available on the island for wealth management, estate planning, and asset protection purposes. Authored by well-known experts in this field, chapters specifically analyse the relevance of Cyprus trusts where settlors wish to retain certain powers, arrange their succession in a more flexible manner than would be possible under forced heirship provisions, or protect heirloom assets from creditor claims.

Publication date: Dec 2022
ISBN: 9781787428782
Length: 285 pages
Price: £95.00

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Trusts in Prime Jurisdictions

Fifth edition

Consulting editor(s): Alon Kaplan; Advisory Editor: Barbara R Hauser

The fifth edition of Trusts in Prime Jurisdictions has been fully updated and features a number of new chapters on topics including trust and real estate trust in Israel, what it means to be a fiduciary family office, the role of the trust protector, Islamic (Waqf) trusts, and trusts in relation to divorce. In addition, new for this edition are chapters on Germany and Bermuda. Produced in association with STEP, this new fifth edition provides a solid grounding in the use of trusts in a wide range of important jurisdictions and contexts. It also examines related topics such as trust taxation, anti-money laundering laws, the OECD initiative, CRS, exchange of information, transparency of registers and the notion that countries are entitled to collect taxes beyond their borders, among others.

Publication date: Dec 2019
ISBN: 9781787422988
Length: 880 pages (now in two volumes) pages
Price: £295.00

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