Forum Overview
Dates: June 4 - 6, 2025
The Forum on Multi-Generational Family Wealth & Leadership is an annual private meeting of Canadian families of substantial wealth. Each family must be represented by members of the leading generation overseeing the family’s assets and the rising next generation. Through shared learning, the Forum will address subjects that are critical to achieving successful transition of wealth, power and control.
The objective of the Forum is to build a pan-Canadian community of families, and a small group of trusted advisors, to exchange ideas, share experiences and build on their collective knowledge of how to manage the ongoing process of transitioning multi-generational wealth.
STILL UNSURE? Learn why people return year after year
Hear how our participants describe the practical benefits of our forums.