STEP LatAm Conference
Post-conference follow-up playbook for private client and wealth practitioners.
- Dates
- 16 Sept 2026 – 18 Sept 2026
- Format
- In person
- Website
- step.org
Why STEP LatAm Conference matters for private client and wealth practitioners
The STEP LatAm Conference, scheduled for September 16–18, 2026, is a premier event organized by the Society of Trust and Estate Practitioners (STEP). This major regional conference serves as a vital gathering for trust and estate professionals, wealth advisors, and legal experts operating within or connected to the Latin American market. Attendees will have the unique opportunity to explore key developments in international wealth planning, trust administration, and cross-border estate management. The event offers an excellent platform for networking, sharing best practices, and discussing regulatory changes affecting private clients globally. By participating in this three-day conference, professionals can earn valuable Continuing Professional Development (CPD) points while gaining insights from industry leaders on navigating complex legal and tax landscapes. Whether you are looking to expand your professional network, collaborate with peers, or stay updated on the latest industry trends, this conference provides essential knowledge and connections for those involved in the private client sector.
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 LatAm Conference.
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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