There are no fees to attend any of the events in the Series. However, if you would like to make a donation to our chosen charity, the Urban Oasis Project, click on their logo.


Monday, May 17, 2021 at 12:00 PM EDT
Friday, May 21, 2021 at 2:00 PM EDT

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This is an online event.


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We are thrilled to present our 2021 Summit Series. The Series consists of five webinars presented over the week of May 17-21 with one presentation each day from 12 p.m. to 2 p.m. ET. The Series is in addition to our in-person event - the 11th Annual STEP Miami Summit -  taking place on October 29, 2021 at the Four Seasons Hotel Miami. The invitation with registration options will be sent out in early June for that event.

Now, we invite you to register for some or for all of our May Summit Series webinars. We offer these webinars on a complimentary basis. See below for registration details and the opportunity to send a donation to our chosen local charity that is doing great work in the South Florida community, Urban Oasis

Please feel free to share this invitation with anyone you think may be interested.

To sign up, click the REGISTER text next to each webinar of interest to you. For example, if you are interested in all 5 webinars, you will need to click the REGISTER text next to each topic and enter your information 5 times.

12 noon - 2 pm ET
Tax, Policy and Other Updates from LatAm and Europe

Raul Markos - Director, Private Wealth, Vistra Miami LLC

Tiago Espellet Dockhorn - Partner, Madrona Advogados (Brazil)
Martin Barreiro - Partner, Baker & McKenzie Sociedad Civil (Argentina)
Tania Corina Lechuga-Rivera - Associate, Sanchez Devanny (Mexico)
Stephanie Jarrett Principal at Offices of Stephanie A. Jarrett

12 noon - 2 pm ET
Family Dynamics and the Power of Why
Madelayne Cordero, Esq. TEPManaging Director Wealth Management & Chief Fiduciary Officer at City National Bank
Nicolas Tavormina, Morgan Stanley Family Office Resources, Wealth and Estate Planning Strategist
Glenn Kurlander, Managing Director and Head of Morgan Stanley’s Family Governance and Wealth Education unit
Gerardo Chapa, Managing Director and founding member of Global Financial Services, LLC and GFS Advisors, LLC
12 noon - 2 pm ET
The Future of International Tax Cooperation including its Impact on HNWIs and the Financial Industry
Jennifer Wioncek, Partner, Bilzin Sumberg
Patricia Brown, Inter-Regional Advisor on Tax Matters, The United Nations
12 noon - 2 pm ET
The Chain Game: Block, Crypto, Non-Fungible Tokens (NFTs) and Beyond 
Paul Bances, PayPal, Crypto / FinTech / Blockchain / Digital Currencies + Assets / Payments
Liam Digregorio, PayPal, Blockchain Strategy and Engineering
12 noon - 2 pm ET
Moving to Europe (Italy, Portugal or Spain), Immigration and Tax Planning

Moderated by: 
Fabio Concesi, Managing Director, Merrill Private Wealth Management
Meir RabkinDirector at Henley & Partners North America
Nicola Saccardo, Partner, Maisto e Associati
Tiago Cassiano Neves, Managing Partner, Kore Partners
Gema de la Calle, Partner, Mavens

NOTE: The Summit Series webinars will be recorded and links to the recordings will be sent out after the presentations. Independent recording of any Summit Series webinar by attendees is prohibited. The material that will be presented is time-sensitive and is the opinions of the speakers. 

We look forward to meeting with you virtually for the Summit Series.


STEP Miami



There is no cost to attend the Summit Series. 

However, if you choose to make a voluntary donation, we are partnering with Urban Oasis Project to provide local vegetable boxes to families in need. A vegetable box for one family is $20.

Click here to donate.