STEP Puerto Rico
Post-conference follow-up playbook for private client and wealth practitioners.
- Dates
- 10 Nov 2026
- Venue
- Museo de Arte de Puerto Rico
- Location
- San Juan, Santurce, Puerto Rico
- Format
- In person
- Website
- step.org
Why STEP Puerto Rico matters for private client and wealth practitioners
The STEP Puerto Rico 1st Annual Summit is a premier gathering designed to position Puerto Rico at the center of international wealth, fiduciary, and tax planning discussions. Taking place at the Museo de Arte de Puerto Rico, this event brings together local, regional, and global experts to analyze the island's evolving role in the global marketplace. Attendees will explore critical topics, including the current state and future outlook of Puerto Rico's Trust Code, its fiduciary sector, and its expanding ties to Latin American and offshore jurisdictions. The summit features a diverse program, including expert panels, a fireside chat offering single-family office and ultra-high-net-worth (UHNW) perspectives, and direct discussions with tax authorities regarding the practical application of Act 60. Tailored for wealth advisors, fiduciary professionals, and international families, the conference balances technical insights with strategic dialogue. Beyond the educational sessions, attendees will enjoy exclusive after-hours access to the museum, including a private cocktail reception in the Botanical Sculpture Garden, providing an intimate setting for networking and peer engagement. This event is essential for professionals seeking to navigate cross-border structuring and regulatory developments in the region.
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 Puerto Rico.
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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