Family Office Development

Forum Overview

Dates: November 18 - 20, 2024

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 family offices to explore highly-sensitive and timely issues while developing meaningful and lasting connections with their peers from across Canada.

"It creates a sense of community in what can be an otherwise isolating journey."

A Cambridge Forum Participant

"You will meet some wonderful people here who are working every day in a situation very similar to yours."

A Cambridge Forum Participant

"This forum was a rare opportunity to discretely exchange personal experience, and to compare notes on successes and challenges with direct relevance to Family Office Governance and Stewardship. There are few places in Canada where one can learn directly on building and growing family offices and this is one such forum."