Date
10 November 2026

Location
Museo de Arte de Puerto Rico

CPD
6 hours of CPD

STEP Puerto Rico Annual Summit Flyer

about

Event Overview

This event brings together global, regional, and local perspectives to examine Puerto Rico’s evolving role within international wealth, fiduciary, and tax planning conversations. Sessions explore Puerto Rico’s positioning in the global marketplace, the current state and future direction of its Trust Code and fiduciary industry, and the island’s growing connections to Latin America and offshore jurisdictions—all set within a practical, real‑world planning context.

Through expert panels, a fireside chat with global single‑family office and UHNW perspectives, and discussions with tax authorities on Act 60 in practice, the program highlights regulatory developments, cross‑border structuring considerations, and market realities shaping Puerto Rico today. Designed for advisors, fiduciaries, and globally minded families, the agenda balances technical insight with strategic dialogue and peer engagement.

About the museum

Museo de Arte de Puerto Rico

The Museo de Arte de Puerto Rico is the island’s premier institution dedicated to Puerto Rican art, housing a distinguished permanent collection that spans from the 18th century to the present. Its signature exhibition, Puerto Rico Plural, offers a compelling lens into the island’s history, identity, and cultural evolution through more than 250 works by Puerto Rican artists.

The museum’s architectural design, Plaza de las Artes, and Botanical Sculpture Garden create an environment that seamlessly blends cultural heritage with refined contemporary spaces.

Exclusivity

For this event, guests will enjoy exclusive, after‑hours access to the museum and its grounds, reserved entirely for our group. The evening is designed to foster meaningful conversation in a setting of cultural significance and discretion. This private experience reflects the depth, sophistication, and legacy of Puerto Rico’s artistic tradition.

Unique Event Features:

  • Private cocktail reception in the Botanical Sculpture Garden
  • Exclusive access to the museum’s galleries, including Puerto Rico Plural
  • After‑hours use of the venue, reserved solely for attendees
  • An intimate cultural setting in the heart of Santurce
Main Lobby at Museo de Arte de PR
Temporary exhibition at Museo de Arte de PR
Diverse Gallery at Museo de Arte de PR

Cocktail reception

Temporary exhibitions

Diverse gallery

Statistic

Facts & figures about the event

sessions

9

Sessions

delegates

150+

Attendees

countries

10+

Countries

Countdown

Days to go

See you in 24 days 19 hours 8 minutes
  • 24
    Days
  • 19
    Hours
  • 8
    Minutes
  • 42
    Seconds