International Wealth Advisors

Forum Overview

Dates: April 9 - 11, 2025

Location: Évian-les-Bains, France

This 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 estates, trusts and tax law, to explore common concerns, exchange ideas and resolve challenges faced on behalf of clients. All those invited have over 25 years of relevant experience.

Using candid, seminar-style discussion, the group identifies trends and developments in their varied jurisdictions for meaningful dialogue on the most interesting and provocative issues of the day.

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.

"As a repeat attendee of the Forum, I cannot recommend the meetings enough. The attendance is always top quality, the topics relevant and well prepared, and the venues outstanding. Above all, the format is ideal for a free-flow of ideas and shared experience which make the forums unique in their concept."

Philippe Pulfer

Partner

Walder Wyss Ltd.

Geneva, Switzerland

"Very Special. A meeting place for professionals with different backgrounds and nationalities who are pursuing the common goal of providing the best advice to their clients – highly recommended. Invitation of qualified practitioners guarantees the quality of the conference."