STEP Miami Summit 2022 | STEP | 13 May 2022 | Four Seasons Hotel Miami, 1435 Brickell Ave, Miami, FL 33131, US

STEP Miami is 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. This year's conference will provide an excellent opportunity to learn about the newest changes, updates and trends in the market for international private client planning. You will hear from global speakers who are leaders in their profession. The event is a great opportunity to meet and share best practices with your peers.

Summit Topics include:
• Make Your Move - Succession Planning for Digital Investors: NFTs, Crypto, Bitcoin
• Welcome to Miami!, ¡Bienvenidos a Miami!: Pre-immigration Planning when moving to the Magic City
• 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
• Nowhere to Run: DOJ, FinCen and why you can't ignore compliance
• Global Stewardship: Philanthropy Gifting for Citizens of the World, presented by Juan Manuel Santos

2022 Speaker

Juan Manuel Santos
2016 Noble Peace Prize Laureate, President of Colombia

2022 Sponsors

• H&CO Global CPA Firm
• CAF America
• CrestBridge Fiduciary
• Transamerica
• IPG
• Teton Trust Company
• Coral Gables Trust
• Lombard International
• Southeast
• WSFS Wealth Christiana Trust
• Commonwealth Trust Company
• BMT
• Bilzin Sumberg
• Bridgeford
• Sterling Trustees
• Baker Mckenzie
• Trident Trust
• First Pathway Partners
• Alliance Trust Company of Nevada
• Kaufman Rossin
• Zedra
• SDPC
• Carlton Fields
• Advantage Insurance
• BelleCapital