Elevate your brand with STEP MIAMI 13th Annual Summit: Explore sponsorship opportunities here.

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

Register Now

Contact Us

If you have any questions or would like to sponsor a STEP event, email:
step.miami@step.org

In our 13th annual Summit, tradition meets innovation and legacy takes center stage.

Building on the success of previous years, we are thrilled to invite you to join us for two days of inspiration, connection, and exploration on October 24th and 25th at the esteemed Ritz Carlton, Key Biscayne. Founded in 2000, the STEP Miami Branch is one of the largest and most active in the Americas. Consistent with the objectives of STEP, the Miami branch provides practitioners with access to high-level trusts and estates resources for all its members.

As we embark on this journey together, we celebrate the enduring traditions that have shaped us and the innovative spirit that propels us forward. Over the course of two unforgettable days, we’ll delve into the essence of legacy, exploring how it informs our present and inspires our future. Our program is designed to ignite your passion, spark new ideas, and foster meaningful connections.

On the first day, join us for a vibrant welcome party where you’ll connect with fellow attendees, share stories, and set the stage for the transformative conversations to come. Then, on the main Summit day, immerse yourself in a dynamic lineup of sessions led by industry pioneers and thought leaders.

Join us for a Toast on the Veranda at the conclusion of the Summit from 5 – 6 pm.

Together, let’s honor the legacy of the past as we chart a course for the future. Join us in embracing tradition, igniting innovation, and shaping the legacy of tomorrow.

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