Trustee Decision Making
This session explores the Privy Council’s landmark decision in the long-running Dawson-Damer litigation, examining its impact on trustee decision-making and the duty of “adequate deliberation.” Attendees will gain practical insights into best practices for decision-making procedures and record-keeping, making this an essential session for STEP members seeking clarity and guidance on trustee responsibilities.
From Dispute Resolution to Cohesion: Managing Psychological Risk in Ultra-High-Net-Worth Families.
Ultra-high-net-worth families face unique psychological and relational challenges that can quietly undermine long-term wealth and legacy planning. This session explores how unresolved conflict, governance gaps, and emotional dynamics create hidden risk — and how proactive strategies can shift families from reactive dispute resolution toward sustained cohesion, resilience, and alignment across generations.
STEP Cayman Islands Conference
Mark your calendar for the STEP Cayman Islands Conference 2026, taking place on January 22–23 at the stunning Hotel Indigo Grand Cayman. This premier event brings together top trust and estate practitioners, legal experts, and private wealth advisors for two days of insightful discussions, expert-led panels, and unparalleled networking opportunities. Set in one of the world’s leading offshore financial centers, the conference is a must-attend for professionals looking to stay ahead in the global wealth planning industry.
Mix & Mingle: Holiday Edition
Join us on November 26th, 2025 for a festive evening of networking, laughter, and holiday cheer at STEP Cayman Islands’ Mix & Mingle: Holiday Edition. Connect with fellow professionals, celebrate the season, and enjoy great company in a relaxed, social atmosphere.
Diversification in Uncertain Times: A Look at the Trump Administration's Impact on Investment Portfolios
Join us for a timely discussion on the market impact of the Trump Administration's policies and AI-driven disruption, and what they mean for bonds, equities, and portfolio resilience. We'll explore why uncorrelated strategies matter, and how institutional investors leverage these strategies to provide consistent outcomes for their beneficiaries.
Demystifying Captive Insurance
Join us for an introductory session on captive insurance and learn how these structures work within multi-generational trusts and ownership frameworks.
Speakers: Alana Trundle, President, and Jessica Dontas, VP, Global Captive Management Ltd.
STEP Cayman Next-Gen Seminar Series, Cayman trusts in litigation
Join us for a practical seminar exploring the challenges trustees face during disputes. Topics include Beddoe applications, court directions, and best practices for managing risk and fulfilling trustee duties. Ideal for junior trust professionals and legal advisers involved in trust litigation in the Cayman Islands.
Members-Only: Annual General Meeting & Luncheon
Join us for the 2025 Annual General Meeting on 19 June at Luca Restaurant. Hear updates from our Chair, connect with fellow members, and enjoy a luncheon following the meeting . Advance registration is required — email stepcayman@gmail.com to confirm your spot.
Let’s talk unit trusts: An update from Walkers on hot button issues for trustees.
Let’s talk unit trusts: An update from Walkers on hot button issues for trustees.
STEP Cayman NextGen Annual Celebration.
Join us for the STEP Cayman NextGen Annual Celebration on April 3, 2025, at Grand Tiki! 🌴🎉 Connect with industry professionals, enjoy an evening of networking, and celebrate our community. Free to attend! RSVP at STEPCaymanNextGen@gmail.com. Thanks to Saffery Trust for sponsoring this special event—see you there!
Fiduciary Frontlines: Navigating Trust Disputes.
Join us on March 27 at 5 PM at George Town Yacht Club for Fiduciary Frontlines: Navigating Trust Disputes, featuring expert insights from Ogier’s Deborah Barker Roye and Max Galt. Gain valuable knowledge on key litigation trends, recent case law, and best practices for fiduciaries and planners. Don’t miss this exclusive event!
NextGen Seminar
Save the Date: 20 Feb 2025!
Join us at Grand Tiki for a FREE lecture on Digital Assets!
Learn from experts about Cayman’s digital asset landscape and trustee considerations.
RSVP at STEPCaymanNextGen@gmail.com.
Huge thanks to Saffery Trust for making it happen!”
STEP Cayman Islands Conference 2025
Join us for the 2025 STEP Cayman Islands Conference at Hotel Indigo, January 22-24. Connect with global experts in trust and estate planning, explore industry trends, and network in paradise. Register now!