LOM’s Private Wealth Advisors attend the STEP Miami Summit 2018
By LOM | June 4, 2018
MIAMI, FL.—Executives and Wealth Advisors from The LOM Group attended the recently concluded Society of Trust and Estate Practitioners (STEP) Summit held on June 1st, 2018, at the Four Seasons Hotel in Miami, Florida. The company was represented by Chairman and CEO Scott Lines, LOM Financial Bahamas President and Director Craig Lines, and Senior Portfolio Manager Kevin D. Murphy.
The 9th edition of the STEP conference in Miami addressed the latest issues concerning private client and generational wealth planning. As with last year, more than 250 professionals from around the globe were present during the event.
STEP has more than 20,000 members from across 56 countries. STEP members help wealthy families plan for their future, from drafting a trust to advising on international wealth planning issues. STEP allows for member networking opportunities to discuss best practice and exchange of ideas at the local and international level.
The LOM Financial Group is an international financial services company that provides a complete range of private investment services and products such as global custody, offshore mutual funds, discretionary asset management, brokerage, and corporate finance services. In business for over 25 years, LOM primarily serves high net-worth individuals and institutional customers around the world. It has offices in Bermuda, the Bahamas, the Cayman Islands, United Kingdom, and Asia.