STEP Bermuda International Conference

Join us at the STEP Bermuda International Conference which will explore the opportunities for private client practitioners and international financial centres amidst geopolitical and economic uncertainty. The event will include a networking cocktail reception on the Harbourfront patio and a cruise on Great Sound with drinks and canapés, an ideal opportunity to re-connect with colleagues and peers and develop your business opportunities.


Topics will include:

  • Keynote: Blacklists, regulations and sanctions – is this the end of the offshore world as we know it?
  • Protectors: Current issues
  • Design flaws in family offices
  • The times they are-a-changing: How growing movements around responsible wealth and business are impacting the role and responsibilities of trustees
  • Beneficial ownership and transparency developments
  • Private banking and white-collar crime
  • Case study – Cross-border tax issues for offshore trusts
  • What trustees of trusts for LatAm families ought to know
  • Trustee duties when investing in digital assets
  • Trust case updates
  • Global taxation developments

Speakers include:

  • Stephanie Bernard TEP, Counsel, Carey Olsen
  • Allan Dunlavy, Partner, Schillings
  • Mary Duke TEP, Independent Advisor to Families
  • Berenice Carrasquedo Lopez TEP, Partner, BFC Asesores
  • Joseph Field TEP, Senior Counsel, Pilsbury
  • Gina M. Pereira TEP, Managing Director, Meritus Trust
  • Nicholas Le Poidevin TEP KC, New Square Chambers
  • Scott Pearman TEP, Director, Conyers
  • James Quarmby TEP, Partner, Stephenson & Harwood
  • Shawntel Randi, Senior Associate, Nixon Peabody
  • John Riches TEP, Partner, RMW Law
  • Ivan Sacks TEP, Partner, Withers
  • William Schaaf, Special Counsel, Cadwalader

Booking rates:

STEP members: USD350 - plus 4 per cent booking fee

Non-members: USD400 - plus 4 per cent booking fee

Shared Ticket - Members: USD450 - plus 4 per cent booking fee

Available to STEP members (Maximum of two employees from the same company may use a shared conference ticket. Please note shared ticket holders cannot enter the conference at the same time).

STEP students: USD200 - plus 4 per cent booking fee

  • Bermuda Association of Licensed Trustees – Headline sponsor
  • Lombard Odier – Platinum sponsor
  • Carey Olsen – Platinum sponsor
  • Meritus – Platinum sponsor
  • Butterfield Trust – Platinum sponsor
  • Conyers – Gold sponsor
  • Appleby – Gold sponsor
  • Rawlinson & Hunter – Silver sponsor
  • Gnosis – Silver sponsor
  • Cadwalader – Silver sponsor
  • Clarien – Silver sponsor
  • Schroder – Bronze sponsor
  • Hamilton Trust Company Limited – Bronze sponsor

Sponsorship opportunities are still available.

More information