STEP Malta is a branch of the Society of Trust and Estate Practitioners, the worldwide professional association for those advising families across generations. We promote best practises, professional integrity, and education among our members. Our members help families plan for their futures, from drafting a will or advising family businesses to helping international families and protecting vulnerable family members. STEP has more than 20,000 members from across 95 countries. Members of STEP Malta branch enjoy professional development training and opportunities to network at a local level.
STEP Malta
STEP's Malta branch was founded in October 2007 at the instigation of Michael Woolf, Richard Pease, and Professor Bannister, who believed that Malta as a Financial Services centre would benefit from a STEP branch. Today, STEP's Malta branch boasts a membership of over 100 members and a CPD calendar packed with a range of monthly seminars supported by local firms. STEP Malta has become the voice of the local fiduciary and estate planning professions. We are taking an active role even at European and international levels on matters of significance, such as the proposed introduction of a Register of Beneficial Owners. The International Friends of Malta now follow STEP Malta's social media channels on LinkedIn, Facebook, and Twitter to stay abreast of local activities and the work of the Malta branch.
CCLEX & STEP Malta
CCLEX has a long-standing relationship with STEP Malta, supporting the CPD events and international conferences organised by STEP Malta. Various partners and associates of the firm are members of STEP and offer technical and administrative support for the running of the branch and its initiatives.
Since the inception of the STEP in Malta, three of the firm's partners and several lawyers and professionals are members of STEP, and have served in active roles in the Malta executive committee of the Branch of the STEP and in its technical subcommittees, helping in STEP's work representing the private client industry with the various governmental, regulatory and fiscal authorities to ensure Malta's continued success as an international financial centre and an attractive private client destination.
Dr Jean-Philippe Chetcuti has contributed in various capacities ranging from branch Secretary to branch Technical Chair. JP is the partner in charge of the Chetcuti Cauchi's Families & Wealth practice and forms part of the Private Clients. served on the Executive Council of STEP Malta since its foundation and also served as chair of the branch between 2013 and 2015, representing STEP Malta at the International STEP chairpersons meetings and overseeing a biennial STEP Malta Conference during his term.
Dr Priscilla Mifsud Parker a long standing member of STEP Malta and has held a number of offices within the branch, including branch Secretary and branch technical chair. has represented STEP Malta in matters related to the implementation of international directives relevant to the trusts and estates sector and in the international tax arena. Priscilla head's the firm's Malta Families & Wealth Practice Group as well as the Corporate and Trusts Services practice within Chetcuti Cauchi.
Dr Maria Chetcuti Cauchi, Managing Partner at CCLEX, is a member of the Society of Trust and Estate Practitioners (STEP), the leading global professional body for trust and estate advisors. With a distinguished track record in structuring complex real estate investments for high-net-worth individuals and multinational clients, Maria leverages her STEP affiliation to deliver secure, tax-efficient, and future-proof solutions aligned with international best practices.
STEP Malta Publications
- The Malta Family Business Act: A global first in family business governance legislation. Dr Jean-Philippe Chetcuti
- Taking up Residence in Malta. Residency and Retirement Schemes in Malta. Dr Jean-Philippe Chetcuti
- Malta Citizenship by Investment. Malta's Individual Investor Program. Dr Jean-Philippe Chetcuti
