In November 2014, STEP, the worldwide professional association for practitioners dealing with family inheritance and succession planning, held its inaugural Global Congress, bringing together leading practitioners and industry experts from all over the globe to help formulate policy debate and solutions on issues pertinent to families across generations. The powerful, thought-provoking agenda demonstrates the breadth of the issues attended to by STEP members, discussing and debating challenges and answers to a great range of specialist areas around generational change and inheritance. Taking some of the key themes from the inaugural Congress, Developing a global agenda draws together expert insight and analysis on many of the key issues facing practitioners around the world; from international developments in transparency and compliance, to challenges and opportunities brought by technology, the changing global demographic, and an increasingly global client base. Edited by the internationally renowned private-client specialist Richard Pease, Developing a global agenda features contributions from a host of leading industry experts, including Philip Marcovici; John Riches; Monica Bhatia; Richard Hay; Richard Frimston; Michael Cadesky; Nick Jacob; David Wallace Wilson; Professor Jonathan Harris; Professor Jeffrey Schoenblum; Bruch Weatherill; Aron Pervin; Margaret O'Sullivan; Rod Genders; Clive Cutbill; Betsy Brill; Paul Stibbard; Kecia Barkawi; Dr Max Ganado , Arielle Goodley and Tim Prudhoe.