Venue
The Ritz Carlton Miami
The Ritz Carlton Miami, 3300 SW 27th Ave, Miami, FL 33133, USA

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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
Details

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.

Speakers

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

Sponsors & Partners

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