Agenda
The STEP MIAMI Summit 2023 honors and supports UNICEF, the renowned organization dedicated to ensuring the rights and well-being of children worldwide. Together, we aim to bridge the worlds of trust and estate planning to make a positive global impact. UNICEF works tirelessly to provide education, health, and protection to children in vulnerable situations, championing their right to a brighter future.
Wednesday Oct 18
The Ritz-Carlton, Key Biscayne
TASTE OF LATAM KICK OFF COCKTAIL
From 6:00pm – 8:00pm
Delight your senses with the vibrant flavors of Latin America at A Taste of LATAM.
An unforgettable culinary journey of delectable delicacies and handcrafted cocktails.
!Te esperamos!
This event is in partnership with Gerando Falcões.
This wonderful organization delivers education, economic development and citizenship services
in Brazilian Favelas and carries out systematic transformation programs in these communities.
SPONSORED BY
Thursday Oct 19
The Ritz-Carlton, Key Biscayne
PHILANTHROPY SESSION
From 5:00pm – 5:45pm
Building a Legacy of Impact Through Philanthropy and Social Investment.
With Cristina Shapiro and Francesca Marina Galliano of UNICEF.
SPONSORED BY
LUAU COCKTAIL
From 6:00pm – 8:00pm
From one island to another – STEPerience our Luau Welcome event.
Immerse yourself with sounds, sips and savories reminiscent of the Big Island.
SPONSORED BY
SUMMIT CONFERENCE DAY
Friday Oct 20 from 8:00am – 4:20pm
8:00am to 9:00am
STEP ACROSS THE USA
Start the day with Breakfast, Briefs and Planning Trends across the USA with STEP New York, Wyoming and Gold Coast
Delegates representing several other STEP branches and chapters in the USA will provide an update about Trust and Estate trends in their respective Region.
Speakers
Betty Andrikopoulos •
Kathryn Von Matthiessen •
Michael Schiff •
Betty Andrikopoulos • STEP WYOMING CHAIR | Member - Board of Managers, Crestbridge Fiduciary
Kathryn Von Matthiessen • STEP NEW YORK CO-CHAIR | Partner, Katten Muchin Rosenman LLP
Michael Schiff • STEP GOLD COAST CHAIR | Managing Director, Klingenstein Fields
9:00am to 9:15am
WELCOME INTRODUCTION
Madelayne Cordero • STEP MIAMI CHAIR | Chief Fiduciary Officer and Head of Trust, Amerant Bank
Susie Belanger • Branch Administration & Event Organization
Armando Hernandez • Chief Executive Officer, H&CO, LLP
9:15am to 10:15am
KEYNOTE
Sofia Carson
Actress, singer, producer and activist.
Sofia will share insights into her mission alongside UNICEF USA to tirelessly pursue a more equitable world for every child. Sofia will also engage in a discussion about philanthropy's potential to drive positive social change for the next generation.
Moderated by:
Maria Elena Salinas, Independent Journalist, ABC News Contributor
10:15am to 10:45am
AM BREAK
10:45am to 11:30am
BELGIUM’S SHOT ACROSS THE BOW
Tax Information Exchange Developments in the USA
The panel will discuss the practical future of FATCA after Belgium’s recent court ruling, as well as other developments on how the USA is cooperating with other countries under tax information agreements.
Speakers
Ruben Gotlieb •
Seth Entin •
Ruben Gotlieb • Partner, Greenspoon Marder
Seth Entin • Tax Shareholder, Greenberg Traurig
11:30am to 12:30pm
PLAY BALL
Sports in the 305
With the arrival of The Goat how will the Miami sports landscape change? Our experts including David Oxfeld (COO of the Miami Marlins), Ivan Parron (Entertainment, Media & Sports Lawyer / Business Counsel), Mariano Filippini (CEO of the Miami Sharks Rugby) and Orly Garcia (SVP Private Client Relationship Manager III Sports and Entertainment, Amerant Bank) will take you through what planners need to know about the immigration and tax planning for the new wave of LATAM athletes.
Speakers
David Oxfeld •
Ivan Parron •
Mariano Filippini •
David Oxfeld • Chief Commercial Officer, Miami Marlins
Ivan Parron • Chief Legal Officer, PARRON LAW ®| Entertainment & Sports
Mariano Filippini • CEO, Miami Sharks Rugby
Moderated by:
Orly Garcia, SVP Private Client Relationship Manager III Sports and Entertainment, Amerant Bank
12:30pm to 1:45pm
LUNCH, NETWORKING & DESSERT
1:45pm to 2:45pm
DE JA VU; BRAZIL, MEXICO AND COLOMBIA, HAVE WE MET BEFORE?
An overview of recent tax law changes in Latin America
Overview of recent tax changes and possible outcomes of LATAM landscape, a joint collaborative perspective beyond borders.
Speakers
Alessandro Amadeu da Fonseca •
Carolina Rozo •
Mauricio Cano del Valle •
Alessandro Amadeu da Fonseca • Partner, Mattos Filho (Brazil)
Carolina Rozo • Partner, Philippi Prietocarrizosa Ferrero DU & Uría (Colombia)
Mauricio Cano del Valle • Partner, Brook & Cano (Mexico)
Moderated by:
Anthony Partridge, STEP CAYMAN CHAIR | Partner, Ogier
2:45pm to 3:15pm
PM BREAK
3:15pm to 4:15pm
SHAKEN NOT STIRRED
One part G5, One part conflict coach and a Bond twist!
Successful multigenerational families more often than not have highly complex, unique personal problems too. In this session, Blair Trippe, Managing Partner, Continuity Family Business Consulting, an author and expert in family enterprise and conflict resolution will interview Matthew Fleming, Senior Partner at Stonehage Fleming and great-nephew of Ian Fleming, creator of the James Bond series of novels. Together, Blair and Matthew will explore key techniques on how to navigate family drama, conflict and psychology to ensure the success of the family over time.
Speakers
Matthew Fleming •
Matthew Fleming • Partner - Head of Family Governance & Succession, Stonehage Fleming
Moderated by:
Blair Trippe, Managing Partner, Continuity
4:15pm to 4:20pm
CLOSING REMARKS / RAFFLE
