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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.

Forum on Family Foundations & Philanthropy

February 10 - 12, 2025 Banff, AB

The Forum is a private gathering of 44 executives and board members of private family foundations, family members engaged in significant philanthropic work and select respected non-investment advisors to foundations and families. The meeting is based on active participation by all in attendance, along with a few featured presentations delivered by carefully-chosen subject matter experts.

Canadian Family Office Forum

May 5 - 7, 2025 Cambridge, ON

The 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, ON

The 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, BC

The 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, Spain

The Forum is an exclusive gathering that will bring together a group of up to 44 highly respected, multi-disciplinary trusted advisors to Utra-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.

The apex of professional development Our forums

Connection, engagement and excellence across a variety of disciplines. Send us a message or call us today to learn more.

Varugis George

Senior Forum Director