STEP Europe Conference 2017


After the recent changes in the European scenario, Europe is facing unprecedented challenges. The complexity deriving from more and more stringent regulatory requirements, from the increase of compliance duties and from structural changes of the EU may put the traditional methods for managing family wealth at risk.

The STEP Europe Conference will address the most significant aspects affecting international asset planning, such as family succession, CRS, trusts and investment funds. Special attention will be given to the implications of the EU Succession Regulation and to the new requirements on anti-money laundering.

In addition, this two-day conference will dedicate attention on how banks and family offices have been restructuring their services after the financial crisis and in light of the fast developments of fintech.

Alongside the scientific programme, the Conference has a social and cultural programme offering a unique opportunity of enjoying Rome and its treasures.

EUR100 discount offered if you are attending both the Europe Conference and the Italy Conference.* Find out more about the Italy Conference on 23 November at

*This discount is per delegate and can only be used when the same delegate is attending both conferences. This discount is not transferable for colleagues at the same firm.


An exceptional two days of topical in-depth content from leading industry experts

Full programme and agenda (PDF 514KB)


With speakers fromĀ Austria, Cyprus, France, Germany, Gibraltar, Hungary, Italy, Jersey, Luxembourg, Monaco and the U.K

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Sponsorship opportunities are available for Europe 2017 Conference.

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Accommodation and venue details for Europe Conference 2017.

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Bookings and Venue

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Social activities

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