Global Mobility of UHNW Families

Forum Overview

Dates: June 23 - 25, 2025

Location: 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.

Using candid, peer-driven discussion, the group tackles high-priority topics by drawing from the collective experience of deep thinkers and leading lights in their fields - those who assist families achieve their long-term priorities and goals.

2025 Steering Committee

This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.

Committee Co-Chairs

Committee Members

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

Built on meaningful interactions and genuine connections, the Forum is the premiere gathering for preeminent leaders who advise international HNW/UHNW families.

The Forum is a crucial gathering of experts from various jurisdictions, coming together to discuss top international tax and family governance issues affecting UHNW global families. What sets this Forum apart is the welcoming and friendly atmosphere that encourages active participation from all attendees.

Miguel Durham Agrellos

Partner

Durham Agrellos

Portugal

"A really excellent group of professionals. Everyone participated and there were no individuals who felt the need to dominate – a rarity! The size of the Forum was perfect for networking and meeting new contacts around the world – very useful for professional network."

James Murdoch

Partner

Thorsteinssons LLP

Canada

The Forum is invaluable to all participants. It provides an unparalleled networking opportunity and the chance to discuss pertinent issues affecting advisors to wealthy families around the world. The Forum has enabled participants to develop and grow not only professional relationships, but valuable friendships with global peers who face common interests and challenges.