STEP Miami Summit 2026

Henley & Partners is delighted to support STEP Miami Summit 2026 as a Stewardship Sponsor. The summit takes place at the Biltmore Hotel in Coral Gables and is organized by STEP Miami.

Under the theme ‘Shaping the Next Step in Legacy’, the summit examines how values, governance, and long-term vision pass between generations. Specialists from the private client, fiduciary, and wealth management sectors will address legacy planning, continuity, and transition. Sessions cover cross-border capital flows, trust structuring, global regulatory developments, and the role of artificial intelligence in advisory services.

Attendees Will:

• Gain insight into the forces reshaping international wealth planning
• Examine the movement of families, family offices, and capital into and out of the USA
• Discuss common assumptions about trusts and cross-border planning
• Explore how artificial intelligence is changing wealth management and the delivery of advice
• Build relationships with private client, fiduciary, and wealth management specialists 

Henley & Partners’ participation reflects the firm’s continued engagement with the private client and fiduciary community in North America.

Meet the Representatives:

• Michel Soler
  Managing Director Private Clients, LATAM, Henley & Partners
• Isabel Quintero
  Managing Director Private Clients, US South, Henley & Partners
• Jose Roberto Hernandez Padgett
  Director Private Clients, Henley & Partners

Date: Wednesday to Thursday, 21–22 October 2026

Location: The Biltmore Hotel, Alhambra Ballroom, Coral Gables, Miami, USA

For full details of the event, please visit: www.stepmiamisummit.com/register