STEP Miami Summit 2025

For 20 years, STEP Miami has been at the forefront of connecting and empowering professionals in the wealth management and private client industry. As they celebrate this milestone, the 2025 Summit will pay tribute to their rich legacy while embracing the future with bold innovation.

Inspired by the elegance and dynamism of the Roaring Twenties, this year’s theme blends timeless Art Deco sophistication with a forward-thinking vision. Hosted at the iconic Biltmore Hotel, the Summit will bring together thought leaders, industry pioneers, and key decision-makers for insightful discussions, networking, and strategic collaborations.

Maria Toledo, International Tax Principal at Kaufman Rossin, sits on STEP’s Board of Directors as the EDI Officer.

Kaufman Rossin is a proud sponsor of this event.