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Forum Overview

The Steering Committee welcomes an elite, international group of up to 44 private client advisors, white-collar defense and investigations lawyers and a select few trustees and family offices, to explore how to best position ultra-high net worth clients – as well as their advisors and assets – to protect against the threat of government investigations and regulatory enforcement actions.

 

Using candid, seminar-style discussion, the group identifies trends and developments in their varied jurisdictions for meaningful dialogue on the most pressing 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 help UHNW families avoid unnecessary investigations and regulatory enforcement actions.

STILL UNSURE? Learn why people return year after year

Hear how our participants describe the practical benefits of our forums.

Kristina K. Govan

Senior Vice President, Private Client Programming