Family Office

Indian Forum For Family Office Leaders

August 31 - September 2, 2026 Udaipur, India

The Forum is an annual gathering of up to 32 likeminded promoters and owners, including members of rising and leading generations. The meeting is based on active participation by all in attendance, along with a few featured presentations delivered by carefully-chosen subject matter experts.

European Family Office Forum

September 7 - 9, 2026 Cascais, Portugal

The 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 candid, peer-driven discussion, and members of  the Forum are part of a protected space for learning and development without compromising privacy or confidentiality.

American Forum on Multi-Generational Family Wealth & Leadership

October 5 - 7, 2026 Charlottesville, VA

The Forum is an annual private meeting of American 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.

International Forum on Multi-Generational Family Leadership

October 14 - 16, 2026 Cascais, Portugal

The Forum is an annual gathering of up to 32 family principals, along with a select group of trusted advisors to global ultra-high-net-worth 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.

LATIN AMERICAN Family Office Forum

November 4 - 6, 2026 Miami, FL

The Forum is a private gathering of up to 40 family office executives, and a handful of trusted 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.

Cambridge Masterclass for Senior Advisors: Collaborating with an Evolving Family Enterprise

November 11 - 13, 2026 Niagara-on-the-Lake, ON

Inspired by families and in collaboration with the UHNW Institute, the Masterclass is a closed-door, expert-led experience, tailored for a select group of advisors. Participants will benefit from a collaborative environment where they can engage deeply with experts and peers with similar circumstances, to contribute meaningfully in collaborative, multi-disciplinary environments where the generational relationships, continuity and decision-making dynamics are complex.

FORUM ON Family Office Investments

November 16 - 18, 2026 Cambridge, ON

The Forum is a private gathering of 36 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.

FORUM ON Family Office Development

November 17 - 19, 2026 North Hatley, QC

The Forum is a private gathering of 40 family office executives, family members working within the family office, 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 on Family Foundations & Philanthropy

January 25 - 27, 2027 Cambridge, ON

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.

Cambridge Institute Masterclass on Family Office Designs

The Masterclass is the definitive course on Family Offices in Canada. It is an intensive in-person learning program designed specifically for families seeking to deepen their knowledge and understanding of the foundational elements of successful family offices.