WealthTech

STEP Miami 2026

STEP Miami Summit 2026 explores how legacy is shaped through responsibility, continuity, and stewardship across generations. It focuses on how values, governance, and long-term vision are carried forward by wealth creators, families, advisors, and future leaders. The summit brings together voices from the private client, fiduciary, and wealth management sectors.

Official websiteRegisterAgenda
5 weeks until it opens.

The essentials

Event details

Dates
21 October 2026 to 22 October 2026
Location
Biltmore Hotel Miami Coral Gables, Miami, United States
Organiser
STEP Hong Kong
Industry
WealthTech

On stage

Speakers

  • José Félix DíazExecutive Vice President and Managing Partner, Ballard Partners
  • Abbie FlahertyChair, STEP Wyoming and Managing Director, Teton Trust Company
  • Abrahm SmithAttorney, Abrahm Smith Law PLLC
  • Christine CairnsPartner, PwC UK Private Wealth and Private Capital, PwC
  • Chris CallahanChair, STEP Gold CoastPartner, Fox Rothschild
  • Daniel Diaz LeyvaPartner, Day Pitney LLP

On the floor

Sponsors and partners

  • THE LONG VIEW
  • THE LEGACY SWING

Plan the spend

Tickets

Ticket tiers, as published by the organiser:

18-holes Golf TournamentUSD 250

Logistics

Where to stay

Places to stay near the venue.

Stay on it

Get the next edition

When STEP Miami 2026 announces its next edition, or these dates change, we read it from the organiser's own site. One email when that happens, nothing else.

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Plan this event

Work out who to meet here

Luminik sources the attendee picture for an event like STEP Miami 2026, enriches it against your ICP, and sequences it ahead of the date. Capture at the event writes to Salesforce or HubSpot the same day, and attribution ties the pipeline back to the spend.

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