2024 Annual Conference of STEP Brazil

Turim attended the 2024 Annual Conference of STEP Brazil and IBRAPP – Brazilian Institute of Wealth Planning, held on August 28th in São Paulo.

Gustavo Lutfi, CFP®, Partner and Head of Wealth Solutions at Turim, and Luisa Saboia, Head of Legal and Compliance at Turim and a member of #STEP, attended the event, which brought essential discussions on topics such as the taxation of foreign income and profits, the potential impacts of the Civil Code reform on succession planning, and the tax reform.

STEP is the largest global organization of service providers for high-net-worth families, bringing together private banks, family offices, trust companies, accounting firms, law firms, and others.

Being part of STEP ensures that we are always at the forefront of best practices in estate and succession planning, with access to a global network of experts and updates on legislative and regulatory changes. Moreover, adherence to STEP’s ethical standards reinforces our commitment to excellence and the trust we provide to our clients, delivering personalized and high-quality service.

We extend our thanks to the IBRAPP and STEP teams for organizing the event, and to our fellow panelists for the valuable exchanges!