STEP Miami 9th Annual Summit 2018 | The Society of Trust and Estate Practitioners | 1 June 2018 | Four Seasons Hotel Miami, 1435 Brickell Ave, Miami, FL 33131, US

Last year's Summit attracted more than 250 professionals from around the globe. Our conference is an excellent opportunity to review the latest issues concerning international private client planning, presented by leading professionals in the area. Also, the event is a great opportunity to meet and share best practices with your peers.

We are excited about our 9th Annual Summit happening at a new location, with ample space for sponsors and participants to network as well as working on the Agenda which will encompass current topics of great interest.

2018 Speakers:

Erika Litvak (Moderator)
Greenberg Traurig, P.A., Florida, USA

Jamie Carey
Carey, Chile

Juan David Velasco
Posse Herrera Ruiz, Colombia

William Heuseler, JD, LLM, TEP
Itaú Private Bank International, USA

Abel Francisco Meija Cosensa
Sanchez Devanny, Mexico

Hod Lipson
Singularity University, New York, USA

Scott D.Michel
Caplin & Drysdale, USA

Hal Webb (Moderator)
Bilzin Sumberg, Florida, USA

Stewart L.Kanser
Holland & Knight LLP, Florida, USA

Shelly Meerovitch, JD
Wealth Strategies Group, New York, USA

Joseph C.Kellog (Moderator)
WE Family Offices, Florida, USA

Mary Duke
Independent Advisor to Families, USA

Stacy Allred
Merrill Lynch’s Center For Family Wealth Dynamics and Governance, USA

Simon Beck (Moderator)
Baker & McKenzie LLP, USA

Adam Clark
J.P. Morgan, USA

Sean Tevel
Holland & Knight LLP, Florida, USA

Juan Manuel Gonzalez
Banco Itau International, USA

Armando Hernandez
H&CO

2018 Sponsors:

• Jackson Hole Trust Company
• Christiana Trust
• Vistra
• BFSB - Bahamas
• Commonwealth Trust Company
• Primus Trust Corp.
• PICTET