
STEP into
the Future
Thanks for coming.
See you next year.
Access the 2022 Summit Presentation here
Access the 2022 Summit
Photo Gallery here

When
Friday, May 13, 2022
from 8:00 AM to 5:00 PM EDT
Where
Four Seasons Hotel Miami
1435 Brickell Avenue
Miami, FL 33131
Contact Us
If you have any questions
or would like to sponsor a
STEP event, email:
step.miami@step.org
The Event
STEP Miami was delighted to hold its 11th Annual Summit on Friday, May 13, 2022.
The STEP Miami Summit historically attracts more than 300 professionals from around the globe and is a sold-out success.
We are in the planning stages of the 2023 event now and will be adding to this official STEP Miami website each month. We look forward to seeing you in 2023 if not before.
Summit topics included:
- Make your Move – Succession Planning for Digital Investors: NFTs, Crypto, Bitcoin
- Nowhere to Run: DOJ, FinCen and why you can’t ignore compliance
- Coming Out of The Dark?: Post elections and tax updates in Latin America
- Trusting the Trust: How Family Governance is Integral to Mitigating Trust Litigation: Family Governance and Trust Litigation
- Welcome to Miami, ¡Bienvenidos a Miami!: Pre-immigration Planning when moving to the Magic City
- Global Stewardship: Philanthropy Gifting for Citizens of the World presented by Juan Manuel Santos
Keynote Speaker
Juan Manuel Santos
2016 Nobel Peace Prize Laureate
President of Colombia (2010-2014; 2014-2018)

Juan Manuel Santos is recognized as one of the most influential leaders in the world. He was the sole recipient of the Nobel Peace Prize in 2016 for ending the longest armed conflict with the oldest guerrilla in the Western Hemisphere (his resolute efforts to bring the country’s more than 50-year-long civil war to an end). He was on the cover of Time Magazine and appeared twice on the list of the 100 most influential people in the world. He is currently the Chairman of the Board of COMPAZ Foundation, which he created to promote peace, protect the environment and fight poverty mainly through grassroots leadership. He is also a member of the board of the International Crisis Group, the Wildlife Conservation Society, the Global Commission on Drug Policy and recently became part of The Elders. He is also a visiting professor at Oxford University. Juan Manuel Santos full bio here.

H&CO
KINDLY SPONSORED BY hco.com
Smart Structuring
Crestbridge Fiduciary
Transamerica Life Bermuda LTD
IPG
Teton Trust Company
Bahamas Financial Services Board
JTC
Coral Gables Trust
Lombard International
Southeast Wealth Planning & Investments
Commonwealth Trust Company
Bryn Mawr Trust
R&H Trust & Corporate
Forbes Hare
CISA Trust
Bilzin Sumberg
EQTY
Bridgeford Trust Company
Sterling Trustees
Baker Mckenzie
Trident Trust
IQEQ
First Pathway Partners
Alliance Trust Company of Nevada
Kaufman Rossin
ZEDRA
CORPAG
South Dakota Trust Company LLC
Carlton Fields
Advantage Insurance
Bellecapital International
RSM
Onyx Partners Ltd.
Contact Us
If you have any questions or wouldlike to sponsor a STEP event, email: step.miami@step.org
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