Forum Overview
Dates: May 5 - 7, 2025
Location: 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.
Using candid, peer-driven discussion, the group tackles high-priority topics by drawing from the collective experience of the participating single-family office 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 single family office leaders to explore highly-sensitive and timely issues while developing meaningful and lasting connections with their peers from across Canada.
STILL UNSURE? Learn why people return year after year
Hear how our participants describe the practical benefits of our forums.