THE APEX OF PROFESSIONAL DEVELOPMENT
These forums bring together senior executives and key stakeholders managing the largest pools of private capital – pensions and sovereign wealth funds, as well as family offices – to benchmark approaches and elevate the collective knowledge on strategic, operational, and long-term planning within carefully designed peer-groups.
Canadian Family Office Forum
May 5 - 7, 2025 Cambridge, ONThe Forum is a private gathering of 48 family office executives, and a handful of trusted non-investment advisors from across Canada to explore emerging issues facing families of significant wealth. The meeting is based on active participation by all in attendance, along with a few featured presentations delivered by carefully-chosen subject matter experts.
Forum for Trusted Advisors to UHNW Families Working Together to Solve the Complexities of Multi-Generational Wealth
May 12 - 14, 2025 Cambridge, ONThe Forum is a private gathering of trusted advisors to UHNW families from across Canada to explore emerging issues facing families of significant wealth and learn fresh perspectives from the various disciplines in the room.
Forum on Multi-Generational Family Wealth & Leadership
June 16 - 18, 2025 Whistler, BCThe Forum on Multi-Generational Family Wealth & Leadership is an annual private meeting of Canadian families of substantial wealth. Each family must be represented by members of the leading generation overseeing the family’s assets and the rising next generation. Through shared learning, the Forum will address subjects that are critical to achieving successful transition of wealth, power and control.
Forum on Global Mobility of UHNW Families
June 23 - 25, 2025 Madrid, SpainThe Forum is an exclusive gathering that will bring together a group of up to 44 highly respected, multi-disciplinary trusted advisors to Ultra-High-Networth (UHNW) families for private discussions on the complex, emerging and evolving pressures facing international families on mobility or relocation and its implications on tax and estate planning.
European Family Office Forum
September 8 - 10, 2025 Milan, ItalyThe Forum is a private gathering of up to 36 family office executives, including a handful of trusted legal advisors from across Continental Europe and the UK, to explore emerging issues facing families of significant wealth. The meeting is based on active participation by all in attendance, along with a few featured presentations delivered by carefully-chosen subject matter experts.
LATIN AMERICAN Family Office Forum
November 5 - 7, 2025 Ft. Lauderdale, FLThe Forum is a private gathering of up to 40 family office executives, and a handful of trusted non-investment advisors from across Latin America to explore emerging issues facing families of significant wealth. The meeting is based on active participation by all in attendance, along with a few featured presentations delivered by carefully-chosen subject matter experts.
FORUM ON Family Office Investments
November 18 - 19, 2025 Cambridge, ONThe Forum is a private gathering of 32 executives who oversee investments at single family offices from across Canada, as well as a handful of trusted investment specialists with institutional expertise. The meeting is based on active participation by all in attendance, along with a few featured presentations delivered by carefully-chosen subject matter experts.
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