Maximize Your Impact At STEP Miami 2025
STEP Miami 2025, taking place on October 22 at the Biltmore Hotel in Coral Gables, Florida, is a focused gathering of private wealth and estate planning professionals. The event is organized by the Society of Trust and Estate Practitioners (STEP), widely recognized for bringing together senior advisors, legal experts, trust officers, and financial institutions who play major roles in shaping wealth transfer strategies for high-net-worth individuals.
Attendees include managing partners, directors of trust companies, senior attorneys, family office executives, and global tax specialists who influence fiduciary structuring, cross-border planning, and asset protection decisions. These professionals are often involved in selecting legal and financial partners, evaluating wealth technology services, and determining budgets for institutional support.
Having access to the enriched attendee list ahead of STEP Miami enables sales and marketing teams to identify and build relationships with high-priority contacts. These are decision-makers with long-term planning influence, many of whom are open to new advisory, tech, and cross-jurisdictional opportunities. Reaching out early positions your organization with relevance before critical meetings and conversations take shape on site.
How Sales, Marketing and Revops Teams Can Use This Attendee List
The STEP Miami 2025 attendee data helps teams connect with professionals who advise ultra-high-net-worth families and institutions. With deep insight into each contact’s role, company type, and jurisdictional focus, your team can customize outreach to match legal expertise, trust operations, or private banking functions.
Upload a target accounts list to find contact-level matches across law firms, trust companies, and financial institutions already planning to attend. Use the enriched attendee list to segment by decision-making authority, such as managing directors or practice heads, and tailor outreach based on common priorities like regulatory alignment, tax optimization strategies, or intergenerational wealth services.
Prepare for the event by securing meetings with advisors who control referrals, influence platform selection, or lead partner evaluations. Following the event, use the same contact intelligence to nurture relationships with strategic follow-ups that reference conversation points or panel insights. This approach increases meeting volume and improves conversion with relevant conference attendees.
Timing Is Everything
STEP Miami 2025 will take place on October 22, 2025. With just under six months remaining until the event, now is the critical window to begin outreach.
Calendars for private wealth professionals fill early, especially for one-day events with high concentration and limited face time. Using Vendelux’s enriched attendee list, your team can identify key contacts and reach out with timely, relevant messages that align with the event’s themes and attendee priorities.
Starting now allows your sales and business development teams to schedule high-quality meetings before others do—and ensures you show up in Miami with context that sets you apart.
What’s Included In The STEP Miami 2025 Attendee List?
Vendelux provides visibility into senior-level attendees expected at STEP Miami through a combination of organizer data and predictive insights. Clients can upload their list of priority accounts to match against confirmed participants and identify relevant leads in advance.
The enriched attendee list includes first and last names, job titles, company names, company websites, location (city, state, country), LinkedIn profiles, verified email addresses, and phone numbers when available.
Where Is STEP Miami 2025?
STEP Miami 2025 will be held at the Biltmore Hotel Miami in Coral Gables, Florida, United States.
When Is STEP Miami 2025?
The event is scheduled for October 22, 2025.
What Type Of Event Is STEP Miami 2025?
STEP Miami 2025 is a premier single-day conference focused on international estate planning, private wealth advisory, and cross-border trust management. The agenda typically includes technical panels, regulatory updates, keynote addresses, and high-caliber networking opportunities with advisors, legal counsel, and fiduciary service providers.
How Many People Attend STEP Miami 2025?
The event is expected to attract over 300 attendees, primarily from North America, Europe, Latin America, and the Caribbean. Most attendees hold senior titles such as partner, director, managing counsel, or executive at firms and institutions that advise high-net-worth individuals and global families.
