Private Client Forums

The Forum is an annual meeting for up to 76 of the top legal advisors, trustees, private 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. Participants are within the age cohort of 40s to mid-50s.

The biennial Senior Resource Tax Practitioners’ Institute is a meeting for a limited number of senior resource tax specialists from the legal and accounting professions. Many experienced practitioners have found that ordinary tax conferences or seminar arrangements do not allow for in-depth discussion of complex, and often delicate issues amongst participants who have a common high level of professional skills. The meeting is based on active participation by all in attendance, along with a few featured presentations delivered by carefully-chosen subject matter experts.

The Forum is a private gathering of 44 executives and board members of private family foundations, family members engaged in significant philanthropic work and select respected non-investment advisors to foundations and families. The meeting is based on active participation by all in attendance, along with a few featured presentations delivered by carefully-chosen subject matter experts.

The Steering Committee welcomes 48 senior lawyers, trustees, private bankers and CPAs, within the age cohort of 40 to mid-50, who advise HNW & UHNW American families on estates, trusts and tax law.

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 generation that presently controls the family’s assets and then generation preparing to inherit them. Through shared learning, the Forum will address subjects that are critical to achieving successful transition of wealth, power and control.

The Steering Committee welcomes up to 44 of the most experienced senior family law practitioners and a select number of subject matter experts from across Canada to discuss practical issues in family law and impacts on their clients.

The Forum’s Steering Committee welcomes a select group of up to 48 preeminent legal advisors, trustees, private bankers, and CPAs, who advise HNW & UHNW Asia-Pacific families on estates, trusts and tax law, to explore common issues, exchange ideas, and resolve challenges you all face.

The Steering Committee welcomes a small group of preeminent fiduciary litigators and trustees from around the world, each of whom has been personally selected based on their experience and specialization in resolving disputes for wealthy international families.​ This Forum provides an opportunity to explore common concerns, exchange ideas and resolve challenges faced on behalf of these clients.

The Forum is a private gathering of up to 44 family office executives, including a handful of trusted non-investment advisors from across Continental Europe and the UK, to explore emerging issues facing families of significant wealth. The meeting is based on active participation by all in attendance, along with a few featured presentations delivered by carefully-chosen subject matter experts.

The Steering Committee welcomes a small group of the most senior tax, estate planning and estate litigation professionals from leading law firms, accounting firms, and family offices across Canada. This 1st Generation Forum is the longest-running Forum in the Cambridge Forums ‘Estates & Trusts’ series. It is geared towards the most senior practitioners in the field with approximately 25+ years of experience.​

The 34th Annual Senior Tax Practitioners’ Institute is a meeting for a limited number of other senior tax specialists from the legal and accounting professions. Many experienced practitioners have found that ordinary tax conferences or seminar arrangements do not allow for in-depth discussion of complex, and often delicate issues amongst participants who have a common high level of professional skills. The meeting is based on active participation by all in attendance, along with a few featured presentations delivered by carefully-chosen subject matter experts.

All arrangements for this year’s Institute is managed by Cambridge Forums, a premium provider of professional development for senior practitioners and executives. Below is a brief video about the meetings organized by Cambridge.

The Steering Committee welcomes up to 48 leading tax, estate planning and estate litigation professionals from prominent law and accounting firms across Canada. This 2nd Generation Forum is part of the Cambridge Forums ‘Estates & Trusts’ series. It is geared towards practitioners that have between 15 – 24 years of experience in this field.​