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STEP Miami 14ᵗʰ Annual Summit

Wednesday, 22 October 2025 – Thursday, 23 October 2025, Miami

STEP Miami 14ᵗʰ Annual Summit

Henley & Partners is delighted to participate in the STEP Miami 14ᵗʰ Annual Summit, organized by the Society of Trust and Estate Practitioners.

Overview:

Taking place on 22–23 October 2025 in Miami, Florida, this conference brings together renowned lawyers, accounting professionals, bankers, and trust, estate, and investment advisors involved in the planning, structuring, and management of wealth.

The Following Topics Will Be Discussed:

  • Miami as the Gateway to Latin America
  • Jurisdictional Alternatives in Tax Planning
  • Tax Planning When Beneficiaries are in Alternate Jurisdictions
  • Ultra-High-Net-Worth Cross-Border Couples
  • The Needs of Today’s Global Wealthy Families

Come and Meet the Team:

  • Michel Soler
    Managing Director LATAM, Henley & Partners
  • Isabel Quintero
    Managing Director USA, Henley & Partners
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