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Residence and Citizenship Planning

STEP LATAM Conference 2026

16–18 September 2026 • São Paulo

Henley & Partners is delighted to sponsor and participate in the STEP LATAM Conference 2026, organized by the Society of Trust and Estate Practitioners (STEP). The conference brings together lawyers, accountants, bankers, and trust, estate, and investment advisors in São Paulo. Its program addresses the planning, structuring, and management of wealth in Latin America.

Attendees Will:

  • Examine how wealth taxes, Brazilian tax reform, and global minimum tax proposals affect international families
  • Explore trust and holding structures for Latin American family businesses and succession planning
  • Learn how alternative residence and citizenship planning informs relocation decisions for internationally mobile families

STEP LATAM Conference 2026 is designed for trust and estate practitioners, private bankers, and advisors to families with assets across multiple jurisdictions.

Henley & Partners Attending Team:

  • Michel Soler
    Managing Director Private Clients, LATAM, Henley & Partners
  • Bruno Cury
    Associate Director Private Clients, Team Head, Henley & Partners
  • Matheus Velloso
    Private Client Advisor, Henley & Partners
  • Pedro Ferraz
    Private Client Advisor, Henley & Partners
  • Vinicius Muratore
    Private Client Advisor, Henley & Partners

Date: Wednesday to Friday, 16–18 September 2026

Location: Grand Hyatt Hotel, São Paulo, Brazil

For full details of the event, please visit: https://www.steplatamconference.com

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