STEP Miami Summit
Post-conference follow-up playbook for private client and wealth practitioners.
- Dates
- 21 Oct 2026 – 22 Oct 2026
- Venue
- Key Biscayne
- Location
- Key Biscayne, FL, United States of America
- Format
- In person
- Website
- step.org
Why STEP Miami Summit matters for private client and wealth practitioners
The STEP Miami Summit, scheduled for October 21–22, 2026, in Key Biscayne, Florida, is a premier conference hosted by STEP Miami. As an event organized under the auspices of the Society of Trust and Estate Practitioners (STEP), this summit serves as a vital gathering for professionals specializing in trusts, estates, and private client work. Attendees can expect to engage with industry experts on key issues affecting wealth planning, cross-border estates, and trust administration. The conference offers Continuing Professional Development (CPD) points, making it an essential educational opportunity for practitioners looking to maintain their professional standards and stay updated on the latest regulatory and legal developments. Located in the scenic setting of Key Biscayne, the summit provides an excellent platform for networking, sharing best practices, and discussing complex international tax and estate planning challenges. Whether you are a trust lawyer, wealth advisor, or estate planner, this event offers valuable insights to enhance your practice and connect with peers in the global private client community.
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 Miami Summit.
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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