International Wealth Advisors

Forum Overview

Dates: May 26 - 28, 2027

Location: Mallorca, Spain

The Forum is an annual meeting for up to 60 of the top leading international private practice advisors, with a select few trustees, and private wealth advisors, 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 at least 7-15 years of relevant experience.

This 3rd Generation  Forum  is the latest addition to the Cambridge Forums ‘International Wealth Advisors’ series. It is geared towards the next cohort of practitioners. Participants will be split amongst two rooms and will periodically rotate rooms to hear the perspectives from everyone attending.

2027 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

Forum Director

Emily holds a Bachelor’s Degree in Sociology from Queen’s University. Since joining Cambridge Forums in 2020, she has developed and overseen specialized forums for elite senior professionals navigating complex regulatory landscapes and advancing responsible business practices. Prior to Cambridge Forums, Emily spent a decade as an event manager, orchestrating high-profile fundraisers in Toronto and managing destination weddings worldwide. Her extensive expertise in relationship management and event logistics has been key to delivering exceptional participant experiences. Outside of work, Emily enjoys traveling in search of the ultimate live music experiences, the best ski conditions, world-class golf courses, and exquisite cuisines and wines.

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.

"An outstanding gathering of top-tier professionals from around the world. The Forum delivered exceptional insight, meaningful global connections, and truly forward-thinking dialogue. It’s a rare platform where depth of expertise meets real-world relevance in private client advisory."

Andrea Mirabella

Senior Associate

Gatti Pavesi Bianchi Ludovici

Italy

"One of the most rewarding events I have attended - an excellent group of advisers and a highly engaging range of sessions."

Edward Hayes

Partner

Burges Salmon

United Kingdom

"The conference was a resounding success—not only did it provide the perfect environment for networking, but every panel felt like a true conversation among all participants, skillfully guided by the committee. The collaborative atmosphere made every voice heard and every connection meaningful."

Xavier Xivillé

Partner

Cuatrecasas

Spain

"I attend and participate in many international conferences. I found this particular Forum one of the best, the participants are thoughtfully selected, the discussion is meaningful and I built lasting connections with top-tiered, like-minded professionals globally which adds incalculable value to my practice and clients."