Family Foundations & Philanthropy

Forum Overview

Dates: February 10 - 12, 2025

Location: 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.

Using candid, peer-driven discussion, the group tackles high-priority topics by drawing from the collective experience of the participating foundation leaders and trusted advisors.

CONNECT. ENGAGE. EXCEL. This is a different event, unlike any you've attended

The Forum offers a private and safe environment for family offices to explore highly-sensitive and timely issues while developing meaningful and lasting connections with their peers from across Canada.

"The forum creates a trusted environment for very honest and important discussions to happen amongst a carefully cultivated group of peers. It is worth every minute of time devoted and rewarding on a personal and professional level."

Executive Director

Family Foundation

Toronto, ON

"The Forum is an excellent opportunity to share experiences, learnings, and what your Foundation is working on. It’s a wonderful way to connect with those working on similar initiatives, and I’ve made many valuable connections both times I attended. "

Program Officer

Family Foundation

Toronto, ON

"As a participant from multiple events, I can say that the Forum consistently delivers a cloistered retreat with curated participation from executives and advisors sharing their experiences that stimulates and provokes thought."

EVP and Chief Financial Officer

Family Foundation

Toronto, ON