STEP LATAM Conference 2026

The STEP LATAM Conference 2026 is a premier event dedicated to private wealth management, focusing on the planning, structuring, and management of wealth in Latin America. Organized by the Society of Trust and Estate Practitioners (STEP), the conference brings together professionals from various sectors, including law, accounting, banking, and fiduciary services, to discuss and address the unique challenges and opportunities in the region's wealth management landscape.

Key topics covered at the conference include cross-border structuring, succession planning, and tax developments affecting Latin American families, businesses, and investments. The event features high-level panels and practical insights, providing attendees with valuable knowledge on the evolving needs of internationally connected families and businesses. Notable sessions, such as "Wealth Tax, the True Effect," delve into the implications of wealth taxes and their impact on international planning.

The conference offers robust networking opportunities, allowing delegates to connect with peers and experts from across Latin America and beyond. Hospitality events, including a Meet & Greet Reception and a Gala, provide informal settings for attendees to build relationships and discuss industry trends. The exhibit hall showcases various sponsors and service providers, offering additional avenues for engagement and collaboration.

Professionals involved in wealth management, estate planning, and related fields should attend to stay informed about the latest developments in the Latin American market. The conference serves as a platform to enhance professional connections, share knowledge, and collaborate on solutions tailored to the region's unique challenges.