AGENDA
18-holes Golf Tournament
Wednesday Oct 22 •Tee times are from 10 am – 11:21am
Gatsby-themed
Welcome Party
Wednesday Oct 22 • 6pm
SUMMIT CONFERENCE DAY
Thursday Oct 23 from 8:00am – 7:00pm
Summit Platinum sponsor
8:00am to 9:00am
AGM & BREAKFAST
9:00am to 9:15am
WELCOME INTRODUCTION
Madelayne Cordero
Chair, STEP MIAMI
Armando Hernandez
CEO, H&CO, LLP
9:15am to 9:45am
STEP CEO INTRO
Mark Walley
CEO, STEP Worldwide
9:45am to 10:30am
KEYNOTE SESSION
The evolution of Miami from a sleepy retirement vacation community to Magic City Status. The past, present and future of Miami as the gateway to Latin America with the influx of domestic investments.
Jose Félix Diaz
Executive Vice-President & Partner, Ballard Partners
Daniel Diaz Leyva (Interviewer)
LATAM Chair & Partner, Day Pitney LLP
10:30am to 11:00am
COFFEE BREAK
11:00am to 11:45am
THE UNUSUAL SUSPECTS
Jurisdictional Alternatives in Tax Planning
Abbie Flaherty (Moderator)
Chair, STEP Wyoming
Tom Bucknall (Turks & Caicos)
Senior Trust Director, Coriats Trust Company
Rhonda Rudick (Canada)
Partner, Davies Ward Phillips & Vineberg LLP
11:45am to 12:45pm
LATAM TAX UPDATE
Emma Santiago (Moderator)
Chair, STEP Cayman
Martin Acero (Colombia)
Managing Partner at Philippi Prietocarrizosa Ferrero DU & Uria
Matheus Bertolo Piconez (Brazil)
Partner, Veirano Advogados
Walter Keiniger (Argentina)
Partner, Marval O’Farrell Mairal
Logan Gans (US)
Partner, Holland & Knight
12:45pm to 1:45pm
LUNCH
1:45pm to 2:00pm
DESSERT NETWORKING
2:00pm to 3:00pm
BENE VISION
Discussion centered on tax planning when beneficiaries are in alternate jurisdictions. Considerations, challenges and pitfalls to avoid.
Theo Burrows
Chair, STEP Bahamas
Fiona Poole (UK)
Partner, Maurice Turnor Gardner LLP
Karol Gallardo (Spain)
Tax Partner, Legal Mavens, S.L.
3:00 pm to 4:00pm
MARRIAGE STORY
Cross-Border Marital and Divorce Issues- In depth panel discussion on pre-nuptials, post-nuptials, marriage and divorces of the ultra-high net worth cross-border couples.
Chris Callahan
Chair, STEP Gold Coast
Abrahm Smith
Attorney, Abrahm Smith Law PLLC
Lauren Klein
Co-founder, Flourish Law Group
4:00pm to 4:30pm
AFTERNOON BREAK
4:30pm to 5:30pm
WE ARE FAMILY
Family office panel discussion of the needs of today’s global wealthy families. Investments, Legal, Cybersecurity.
James Von Simson
STEP Board Director & STEP Global Deputy Chair Elect
Christine Cairns
Partner, PwC UK Private Wealth and Private Capital
Paulo Tavares de Melo
Principal, Integra
Gabriel Montoya
Managing Director, Baryon Advisors, Inc.
5:30pm to 7:30pm
SPEAKEASY