THE APEX OF PROFESSIONAL DEVELOPMENT
Cambridge's Private Client series of forums address the ways in which advisers can assist their high net worth clients to protect their assets and realize their succession goals. These cover both the planning side and the resolution of estate disputes.
Cambridge Forum for Asia-Pacific Wealth Advisors
February 26 - 28, 2025 Bugis Junction, SingaporeThe Forum’s Steering Committee welcomes a select group of up to 44 preeminent private practice lawyers, trustees, tax specialists, banks, accounting firms, and family offices, who advise HNW & UHNW Asia-Pacific families on estates, trusts, and tax law. Using candid, seminar-style discussions, participants explore common issues, exchange ideas, and delve into modern solutions to meet the challenges faced on behalf of their clients.
International Cambridge Forum on Private Client Enforcement
March 26 - 28, 2025 Madrid, SpainThe Steering Committee welcomes an elite, international group of up to 44 private client advisors, white-collar defense and investigations lawyers and a select few trustees and family offices, to explore how to best position ultra-high net worth clients – as well as their advisors and assets – to protect against the threat of government investigations and regulatory enforcement actions.
Cambridge Forum for International Wealth Advisors 1st Generation
April 9 - 11, 2025 Évian-les-Bains, FranceThis Forum is an annual meeting for a select international group of 44 preeminent legal advisors, trustees, private client bankers and CPAs, who advise HNW & UHNW international families on issues relating to succession, cross border estates, trusts and tax law, to explore common concerns, exchange ideas, and strategies to resolve challenges faced by clients. All those invited have over 25 years of relevant experience.
Cambridge Forum on Estate Planning & Litigation
April 27 - 29, 2025 Cambridge, ONThe Steering Committee welcomes 48 estate planning and litigation professionals from leading law firms across Canada to meet and discuss the most pressing issues in planning and litigation facing their clients today.
Cambridge Forum for Estates & Trusts Practitioners 3rd Generation
May 4 - 6, 2025 Montréal, QCThe Steering Committee welcomes up to 48 leading tax, estate planning and estate litigation professionals from across Canada. This 3rd Generation Forum is the latest addition to the Cambridge Forums ‘Estates & Trusts’ series. It is geared towards the next cohort of practitioners that have between 7 – 14 years of experience in this field.
Cambridge Forum on Private Wealth Law
May 7 - 9, 2025 Nashville, TNThe Steering Committee welcomes 48 senior lawyers, trustees, private bankers and CPAs, who advise HNW & UHNW American families on estates, trusts and tax law.
Cambridge Forum for International Wealth Advisors 2nd Generation
May 12 - 14, 2025 Surrey, United KingdomThe Forum is an annual meeting for an international group of up to 68 senior and highly experienced practitioners working with HNW & UHNW international families on issues relating to wealth protection and succession, cross-border estates, trusts, and tax law. Participants include legal advisers, trustees, private bankers, and accountants. The format encourages the exploration of common concerns, exchange of ideas, and strategies to resolve challenges faced by clients. All those invited have approximately 15 – 25 years of relevant experience.
Cambridge Forum for International Wealth Advisors 3rd Generation
May 14 - 16, 2025 Chantilly, FranceThe Forum is an annual meeting for up to 50 of the top leading international private practice advisors, with a select few trustees, and private wealth advisors, who advise HNW & UHNW international families on estates, trusts, and tax law, to explore common concerns, exchange ideas and resolve challenges faced on behalf of clients. All those invited have 7-15 years of relevant experience.
Cambridge Forum on International HNW Family Law
Dates & Venue, TBAThe Forum is not a conference. It is a highly interactive private roundtable for an international group of preeminent family law lawyers for HNW & UHNW clients. Both the formal sessions and informal networking time present a rare opportunity to learn from distinguished peers, share ideas and participate in high-level discussions.
Cambridge Forum on International Wealth Disputes 1st Generation
Dates & Venue, TBAThe Steering Committee welcomes a small group of preeminent fiduciary litigators and trustees from around the world, each of whom has been personally selected based on their experience and specialization in resolving disputes for UHNW international families. This Forum provides an opportunity to explore common concerns, exchange ideas and resolve challenges faced on behalf of these clients.
Cambridge Forum for Senior Estates & Trusts Practitioners 1st Generation
October 19 - 21, 2025 Cambridge, ONThe Steering Committee welcomes a small group of the most senior tax, estate planning and estate litigation professionals from leading law firms, accounting firms, and family offices across Canada. This 1st Generation Forum is the longest-running Forum in the Cambridge Forums ‘Estates & Trusts’ series. It is geared towards the most senior practitioners in the field with approximately 25+ years of experience.
Cambridge Forum for Senior Estates & Trusts Practitioners 2nd Generation
Banff, ABThe Steering Committee welcomes up to 48 leading tax, estate planning and estate litigation professionals from prominent law and accounting firms across Canada. This 2nd Generation Forum is part of the Cambridge Forums ‘Estates & Trusts’ series. It is geared towards practitioners that have between 15 – 24 years of experience in this field.
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