As families become increasingly global, structures more sophisticated, generational expectations continue to evolve. With technology impacting all aspects of all our lives, the responsibility placed on trusted advisors has never been greater.

This year’s conference will examine the transfer of not just wealth, but also values, leadership, and stewardship across generations. Delegates will engage in thoughtful discussions on governance frameworks, contemporary succession planning, family vulnerabilities, and the increasing influence of mobility and cross-jurisdictional regulatory requirements on legacy planning.

Bringing together leading voices from the Caribbean and the global private-client community, the conference offers both technical rigor and strategic insight. Join the dialogue shaping the future of fiduciary practice, and explore how the decisions made today will define the legacies of tomorrow.

Why attend?

• Gain expert perspectives on navigating global shifts and leveraging opportunities in trusts, estates, and wealth management.
• Connect with top professionals from across the Caribbean and beyond in an exclusive and collaborative setting.
• Equip yourself with the tools to build resilient legacies amidst a changing financial, legal, and regulatory landscape.
• Be a part of the conversation shaping the future of our industry.

Fee‍

STEP Member (local): USD 1,300
Non-member (local): USD 1,500

STEP Member (international): USD 1,650
Non-member (international): USD 1,850

Find out more

Register now