STEP Europe Introductory Conference in Poland: Wealth Management Through Private Foundations and Beyond
Post-conference follow-up playbook for private client and wealth practitioners.
- Dates
- 11 Jun 2026 – 12 Jun 2026
- Venue
- Copernicus Science Centre
- Location
- Warsaw, Poland
- Format
- In person
- Website
- step.org
Why STEP Europe Introductory Conference in Poland: Wealth Management Through Private Foundations and Beyond matters for private client and wealth practitioners
This inaugural legal and financial conference in Poland, organized under the auspices of the Society of Trust and Estate Practitioners (STEP), addresses the evolving landscape of wealth management and succession planning. As the Polish private wealth sector undergoes significant changes, particularly regarding family foundations, this event serves as a premier forum for senior professionals. Attendees will explore critical issues surrounding fiduciary structures, governance, and international tax trends. The comprehensive agenda features four main panel discussions. Experts will analyze whether private foundations function primarily as asset stewards or business operators, and examine the roles of boards, trustees, and wealth managers. Additionally, the program covers the legal challenges of fiduciary structures in litigation, focusing on asset protection versus abuse, and compares how different jurisdictions tax these arrangements. Designed for attorneys, tax advisors, wealth managers, and foundation board members, the conference offers valuable networking opportunities, including a VIP dinner and a wine tasting session. It provides an essential platform for domestic and international practitioners to discuss market standards and cross-border wealth management strategies.
Your post-conference follow-up playbook
Snap a photo of every business card you collect, upload it to Conference Networker, and we'll extract the contacts and draft personalised messages from your templates — ready to send by email or LinkedIn. You can use it before the conference too, reaching out to the attendees you want to meet in advance, not just for follow-up afterwards.
Follow up super fast after the STEP Europe Introductory Conference in Poland: Wealth Management Through Private Foundations and Beyond.
Scan the stack of business cards you collected, and send personalised follow-ups (through email or LinkedIn) in a few clicks.
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