AGENDA

GOLF TOURNAMENT

Wednesday Oct 21 • 9:33am 

 

18-holes Golf Tournament

Golf Tournament – tee times start at 9:33 am, followed by a lunch at Fairways

Golf Tournament sponsored by

Lunch sponsored by

WELCOME TOAST

Wednesday Oct 21 • 5pm – 7pm 

Granada Ballroom & Terrace (registrants only)

Sponsored by

SUMMIT CONFERENCE DAY

Thursday Oct 22 • 8am – 5pm 

Full Day Summit (registrants only)
Alhambra Ballroom (Conference) • Granada Ballroom (Exhibit Hall, breakfast & breaks)

Summit Platinum sponsor

8:00 am – 9:00 am
AGM & Breakfast
9:00 am – 9:20 am
Welcome Introduction
Anabella Murillo

STEP MIAMI CHAIR | Managing Director, Private Wealth Americas at IQ EQ Trust Company, U.S.

Eduardo Carillo

President, Tax and Accounting Division at H&CO, LLP

9:20 am – 9:45 am

Legacy Under Pressure – The Forces Reshaping International Wealth Planning Right Now

Kelly Greig

Partner, Kingsley Napley LLP and STEP Worldwide Board Member & Immediate Past Worldwide Chair

9:45 am – 10:45 am

Capital in Motion: Leaving, Entering, and Repositioning Around the U.S.

A discussion on the global movement of families, family offices, and capital across borders.

Luis De Leon

Founding Partner at Valora

David Deane

Partner at Mishcon Private

Lowry Brescia

Associate Director at Corient

10:45 am – 11:15 am
Coffee Break
11:15 am – 12:15 pm

Myth vs. Reality: What Advisors Get Wrong About Trusts & Cross-Border Planning

A dynamic debate-style discussion challenging common assumptions surrounding trusts, structuring, governance, and cross-border planning.

Leslie Share

Shareholder at Packman, Neuwahl & Rosenberg, P.A.

Carl Linder

Practice Director, International Wealth Services

MODERATOR

 Carly Doshi

STEP NEW YORK CHAIR 

12:15 pm – 1:15 pm

Lunch

1:15 pm – 1:30 pm

Dessert Networking

1:30 pm – 2:45 pm

Around the World: Global Wealth in Motion

A fast-paced global tour of the most important tax, legal, regulatory, economic, and geopolitical developments affecting international families and family offices.

Alejandro Paez Vallejo

ECUADOR

Partner at Pérez Bustamante & Ponce

Carolina Rozo Gutiérrez

COLOMBIA

Tax Partner at Philippi Prietocarrizosa Ferrero DU & Uria (PPU) – Former president of the Colombian Tax Institute

Nicole Najjar

BRAZIL

Private Client Partner at Mattos Filho

Ivan Chu

PERU

Managing Partner at Damma Legal Advisors

Alvaro Checa

SPAIN

Partner at Kinship

Emma Gillies Fosters

UK

Partner, Private Client at Forsters LLP

Shawntel Randi

US

Private Client Partner at Rubin Rudman LLP

Fernando Martinez

Mexico

Principal Associate at Garrigues

MODERATOR

Elena Mortemore

Head of Wealth Planning – Americas at Citi Wealth

2:45 pm – 3:45 pm

KEYNOTE SESSION

The Future Is Already Here: AI, Wealth & the Evolution of Advice

A fireside chat exploring how artificial intelligence is transforming wealth management, family offices, cross-border advisory services, privacy, governance, cybersecurity, compliance, and the future of trusted advice.

Michael Castro

Partner at PwC

Allan Dunlavy

Partner at Schillings

3:45 pm – 4:00 pm

Afternoon Break

4:00 pm – 5:00 pm

The Next Generation: Digital Assets, Control & New Expectations

The next generation of wealth holders is changing the way families think about governance, investing, philanthropy, and engagement.

Andres Neira

Managing Director at Belcorp Holding Enterprises, S.A.

Ricardo Argüello

CEO & Founder at IQ Source

MODERATOR

Andrea Freiman

Senior Vice President, Private Client Advisor at Bank of America Private Bank

MIAMI VICE COCKTAIL PARTY

Thursday Oct 22 • 5:00 pm – 7:30 pm 

 

 

Miami Vice Cocktail Party

Country Club Courtyard (for registrants & pre-paid party ticket holders only)

VIP Lounge sponsored by

Specialty Cocktail sponsored by

Register now