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When
Oct 24-25, 2024
Main Summit Day: Oct 25 from 8:00 AM to 5:00 PM EDT
Where
The Ritz-Carlton
Key Biscayne
Miami, FL
Contact Us
If you have any questions or would like to sponsor a STEP event, email:
step.miami@step.org
Thank you for making the 13th Annual STEP Miami Summit a success!
As we wrap up another incredible edition of the STEP Miami Summit, we want to extend our heartfelt thanks to all attendees, speakers, sponsors, and partners. Your insights, participation, and energy made this event truly special.
From impactful sessions on compliance, offshore structures, and LATAM tax updates to thought-provoking discussions led by industry pioneers—our summit was a powerful blend of tradition and innovation. We also deeply appreciate the meaningful connections made throughout the event, from lively conversations to our closing toast on the veranda.
We’re already looking forward to next year as we celebrate the 25th anniversary of the STEP Miami Branch! Mark your calendars for October 22-23, 2025, at the historic Biltmore Hotel—we can’t wait to welcome you back for this milestone event.
Here’s to continuing the legacy we’ve built together and to shaping the future of our industry. See you next year!
2024 SUMMIT AGENDA TOPICS
Rumor has it: A look at Compliance in an Age of AI and Fake News.
The security, and planning risks they pose to the Ultra High Net Worth Global Family
Investing in a Global Market
Domestication Double-Take!
Does keeping your structure offshore make sense?
LATAM Tax Panel Update
The Ritz Carlton Key Biscayne, Miami
The perfect hotel for attendees of the 13th STEP Miami Summit.
With its prime location, state-of-the-art meeting spaces, high-speed internet, and luxurious amenities, the hotel offers a peaceful and productive environment for networking and learning opportunities. Additionally, the resort’s full-service spa, fitness center, and on-site restaurants provide the perfect opportunity to unwind after a busy day at the event. Stay at The Ritz-Carlton Key Biscayne, Miami to complement your experience.
More Info
Sponsored by
PLATINUM SPONSOR
DIAMOND SPONSOR
CITRINE – CAPTURED MOMENTS SPONSOR
GARNET – LUNCH SPONSOR
AQUAMARINE – VERANDA TOAST SPONSOR
OBSIDIAN – PODIUM SPONSOR
QUARTZ – HOTEL ROOM AMENITY SPONSOR
TOPAZ – AM COFFEE BREAK SPONSOR
TOPAZ – PM COFFEE BREAK SPONSOR
JADE – BREAKFAST
TSAVORITE – TOTE BAG
SPINEL – STATIONARY
ZIRCON – NETWORKING & DESSERT SPONSOR
EMERALD SPONSOR
EMERALD SPONSOR
EMERALD SPONSOR
EMERALD SPONSOR
EMERALD SPONSOR
EMERALD SPONSOR
MORGANITE – H2O SPONSOR
AMBER – COFFEE CART SPONSOR
AMETHYST – MASSAGE SPONSOR
SAPPHIRE SPONSOR
SAPPHIRE SPONSOR
SAPPHIRE SPONSOR
SAPPHIRE SPONSOR
SAPPHIRE SPONSOR
SAPPHIRE SPONSOR
SAPPHIRE SPONSOR
SAPPHIRE SPONSOR
SAPPHIRE SPONSOR
SAPPHIRE SPONSOR
ONYX – CHARGING STATION SPONSOR
MOONSTONE – CLE/CPE CREDIT SPONSOR
OPAL SPONSOR
TANZANITE SPONSOR
