On behalf of KKG Legal, one of our Patron members and a co‑organizer of the event, we are pleased to invite you to attend the international conference STEP Europe Introductory Conference in Poland: Wealth Management through Private Foundations and Beyond, which will take place on June 12, 2026, in Warsaw.
The conference is organized in connection with the launch of activities in Poland by The Society of Trust and Estate Practitioners (STEP) – a global professional association with over 35 years of history, bringing together approximately 22,000 practitioners worldwide who specialize in succession planning, private wealth management, and fiduciary structures. The preparation of the event involves, among others, Julita Zawadzka, PhD, TEP, Partner at KKG Legal.
This will be the first STEP conference held in Poland and will bring together practitioners from Poland and other European jurisdictions. The event will serve as a platform for the exchange of experience and discussion of current challenges related to private wealth, succession planning, private foundations, and fiduciary structures, including their international and cross‑border aspects.
Program highlights:
June 11, 2026 | Restauracja Baczewskich in Warsaw
- 19:00 – 22:00 | Networking dinner
June 12, 2026 | Conference at the Copernicus Science Centre in Warsaw
- 9:30 – 10:00 | Registration and Coffee
- 10:00 – 10:30 | Opening Remarks
- 10:30 – 11:30 | Panel I Private Foundations: Asset Stewards or Business Operators?
- 11:30 – 12:00 | Coffee break
- 12:00 – 13:00 | Panel II Who’s in the Driver’s Seat? Boards, Trustees and Wealth Managers in Private Foundations
- 13:00 – 14:00 | Lunch
- 14:00 – 14:35 | Introducing STEP: Why Join?
- 14:35 – 15:35 | Panel III Asset Protection or Abuse? Challenging Fiduciary Structures in Litigation
- 15:35 – 16:35 | Panel IV Same Animal, Different Zoo: How Countries Tax Fiduciary Structures Differently?
- 16:35 – 16:45 | Closing remarks
- 16:45 – 19:00 | Polish Wine Tasting & Networking
Registration for the conference is available online at: https://step-europe-event-in-poland.konfeo.com/pl/groups
The number of available places is limited.
We encourage professionals whose practice involves private wealth management, succession planning, and legal or tax advisory services to consider participating in this event.
