2026 STEP Miami 15th Annual Summit at the Biltmore

After marking 20 years, STEP Miami turns to what comes next. How do values, governance and long-term vision actually get passed down? The Summit brings wealth creators, families, advisors and next-generation leaders together to work through it, with sessions led by voices across the private client, fiduciary and wealth management sectors on legacy planning, continuity and transition.

More than a conference, STEP Miami Summit 2026 creates space for reflection, dialogue and forward-thinking collaboration around the future of legacy.

Kaufman Rossin is a proud sponsor of this event.