News & Insights

Sponsoring the 2024 STEP Mexico Conference

We are thrilled to announce our sponsorship of the 2024 STEP Mexico Conference, an event dedicated to enhancing the practice and professionalism of estate planning and wealth management. This prestigious conference will take place on June 20, 2024, at Club Empresarios Bosques, in the heart of Mexico City. It promises to be a gathering of some of the brightest minds in the industry, discussing pivotal topics that impact families and their future financial planning.

About the 2024 STEP Mexico Conference

The 2024 STEP Mexico Conference is a significant event organized by the Society of Trust and Estate Practitioners (STEP), a global professional body comprising lawyers, accountants, trustees, and other practitioners dedicated to helping families plan their futures. Full STEP members, known as TEPs, are internationally recognized experts in their field, known for their qualifications and experience.

Event Details:

  • Date: June 20, 2024
  • Venue: Club Empresarios Bosques, Bosque de los Ciruelos 278, Bosque de las Lomas, Miguel Hidalgo, 11700 CDMX, CDMX, Mexico

Panel Discussions at the 2024 STEP Mexico Conference

  • Tax Implications in Mexico and the U.S. Derived from the Migration of Families and Their Wealth Structures
  • Fiduciary Management of Non-Conventional Assets in Mexico: Opportunities and Challenges
  • The Role of Women in Estate Planning in Mexico
  • The Influence of Generative Artificial Intelligence on Large Fortunes

Our Mission and Commitment

Our mission is to inspire confidence in families planning their assets across generations. By sponsoring the 2024 STEP Mexico Conference, we aim to uphold high professional standards, inform public policy, promote education, and connect practitioners globally to share knowledge and best practices.

Benefits of Attending the STEP Mexico Conference

Attendees of the 2024 STEP Mexico Conference will have unparalleled networking opportunities to connect with top professionals in the field, fostering relationships that can lead to collaborative opportunities and significant professional growth. The conference provides a wealth of knowledge through its panels and discussions, keeping practitioners updated on the latest trends, technologies, and best practices in estate planning and wealth management. This event is an excellent avenue for participants to enhance their expertise and credentials, making them more valuable assets to their clients and organizations.

Our Role in the Conference

As sponsors, we are committed to supporting the conference’s goals and ensuring its success. Our involvement underscores our dedication to the professional community and our belief in the importance of continuous learning and development.

Our esteemed colleagues Maria Cecila Rachadell and Juan Carlos De Sousa from CISA Trust LatAm, will be attending the 2024 STEP Mexico Conference. Our sponsorship is a testament to our commitment to excellence, innovation, and professional development. Join us in Mexico City on June 20, 2024, for an event that promises to be both informative and inspiring.

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2024 STEP Mexico Conference

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