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Event Date | Wed Oct 18 EDT - Fri Oct 20 EDT (about 1 year ago) |
Location |
The Ritz Carlton Miami
3300 SW 27th Ave, Miami, FL 33133, USA |
Region | Americas |
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.
The branch is run by a committee of 12 directors and comprises an expanding membership of nearly 200 professionals from across Miami’s accountancy, legal, banking and fiduciary sectors. STEP Miami welcomes all professionals with a trust and estates focus in their practice, whether for private or corporate clients. For further information about submitting your application for membership, please contact our branch to be directed to our Branch Membership Officer. For general inquiries and to get any information about STEP Miami corporate events, please reach us using our main contact below.
The annual conference, named, is one of STEP Miami’s most popular and widely attended events and gathers approximately 200 professionals from various international jurisdictions each year. The STEP Miami Branch welcomes all professionals with a trust and estates focus in their practice, whether for private or corporate clients. For further information and to submit your application for membership, please contact us.
2023 Speakers
MODERATOR:
Anthony Partridge
Step Cayman Chair, Partner, Ogier
Orly Garcia
SVP Private Client Relationship Manager III Sports and Entertainment, Amerant Bank
SPEAKERS:
Alessandro Amadeu da Fonseca
Partner, Mattos Filho (Brazil)
Blair Trippe
Managing Partner, Continuity
Betty Andrikopoulos
Step Wyoming Chair, Member - Board of Managers, Crestbridge Fiduciary
Carolina Rozo
Partner, Philippi Prietocarrizosa Ferrero DU & Uría (Colombia)
David Oxfeld
Chief Commercial Officer, Miami Marlins
Ivan Parron
Chief Legal Officer, Parron Law
Kathryn Von Matthiessen
Step New York Co-Chair, Partner, Katten Muchin Rosenman LLP
Mariano Filippini
CEO, Miami Sharks Rugby
Matthew Fleming
Partner, Head of Family Governance & Succession, Stonehage Fleming
Mauricio Cano del Valle
Partner, Brook & Cano (Mexico)
Michael Schiff
Step Gold Coast Chair, Managing Director, Klingenstein Fields
Ruben Gotlieb
Partner, Greenspoon Marder
Seth Entin
Tax Shareholder, Greenberg Traurig
2023 Sponsors
PLATINUM SPONSOR:
• H&Co.
SILVER SPONSOR:
• CAF America
TASTE OF LATAM LEAD SPONSOR:
• IQEQ
TASTE OF LATAM CO-SPONSORS:
• JTC
• Alliance
• Sanchez Devanny
• Zedra
• Intertrust Group
• H&P
• Northern Trust
SILENT SPONSOR:
• Advantage Insurance