Strategic Network STEP Miami has a broad membership of over 200 professionals across accounting, legal, banking and fiduciary services, presenting a ready-made cross-functional audience for trust and estate services, seminars, and sponsored events.

Events Engine The branch hosts monthly events and the STEP Miami Summit, attracting hundreds of professionals; this creates multiple touchpoints for lead generation, sponsorships, and targeted content marketing opportunities.

Thought Leadership With a strong focus on high level trusts and estates resources and ongoing developments, there is potential to partner on educational sessions, webinars, and published insights to build credibility and generate engagement among practitioners.

Geographic Reach STEP Miami is described as one of the largest and most active branches in the Americas, suggesting scalable opportunities for regional workshops, cross-chapter collaborations, and referral channels across trust and estate practice areas.

Funding & Growth Revenue is in the low to mid single-digit millions, paired with expanding membership, indicating growing demand for services in this niche; a scalable offering aligned with growth could address needs in succession planning, compliance, and fiduciary administration.