International Wealth Advisors

Forum Overview

Location: Dates & Venue, TBA

This Forum is an annual meeting for a select international group of 44 preeminent legal advisors, trustees, and private client bankers, who advise HNW & UHNW international families on issues relating to succession, cross-border estates, trusts, and tax law. The group explores common concerns, exchanges ideas, and contemplates strategies to resolve challenges faced by 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.

The Forum is a superb blend of professional substance and session discussion in a roundtable format at the highest level, with a fun, charming and energetic group of people who have become good friends over the years.

Basil Zirinis

Partner

Sullivan & Cromwell LLP

London, United Kingdom

This is the original Cambridge Forum in the private client arena. It has an extremely useful blend of wizened but very active long-term practitioners and the next generation of established thought leaders in attendance. We all learn from each other.