Crestbridge Fiduciary to sponsor STEP Miami Annual Summit

November 29, 2023

STEP Miami is one of the most highly anticipated conferences of the year for professionals in the wealth management industry. This year's event offers an engaging and informative agenda, with speakers and panellists providing valuable insights on a range of topics such as succession planning for digital investors and philanthropy gifting for citizens of the world.

We are looking forward to connecting and re-connecting with many of our colleagues and friends, please do visit our booth.

Please don’t hesitate to contact Betty Andrikopoulos, Member of Board of Managers, Heather Tibbo, Member, Board of Managers or Emma Santiago, Director, Client Services, to arrange a meeting while we are in Miami.

Click here for more information or to register for the event.

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