Private Client Forums

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 HWN & 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 select group of up to 48 preeminent fiduciary litigators from across the United States. Each participant specializes in assisting HNW and UHNW clients in resolving disputes relating to their estates. This Forum provides an opportunity to explore common concerns, exchange ideas and resolve challenges faced on behalf of these clients.

This Forum is an annual meeting for a select group of 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 in this meeting are within the age cohort of 40s to mid-50s.

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 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 Steering Committee welcomes 48 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 Steering Committee welcomes up to 44 leading tax, estate planning and estate litigation professionals from across Canada. This 3rd Generation Forum is the latest addition to the Cambridge Forums ‘Estates & Trusts’ series. It is geared towards the next cohort of practitioners that have between 7 – 14 years of experience in this field.​

The Forum on Multi-Generational Family Wealth & Leadership is an annual meeting of Canadian families of substantial wealth. Through shared learning, the Forum aims to help achieve the goal of successful wealth transition by improving communication, coordination and collaboration between the generations that presently control the family’s assets and the generation preparing to inherit them

The Steering Committee welcomes 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.​

The Forum is a private gathering of 48 family office executives, and a handful of trusted non-investment advisors from across Canada 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 Forum is a private gathering of 48 family office executives, and a handful of trusted non-investment advisors from across Canada 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 pan-jurisdictional group of up to 44 senior in-house counsel and preeminent private practice lawyers, who are responsible for the regulatory risks and liabilities associated with international marketing and advertising programs, to explore common concerns, exchange ideas and resolve challenges faced on behalf of their clients.

The Steering Committee welcomes a select, international group of private client lawyers and white-collar criminal litigators. This meeting joins the two practice areas to explore how ultra-high net worth clients should best position themselves to avoid unnecessary investigations or regulatory enforcement actions. It also addresses how they can structure their affairs to provide optimal protection for themselves, their assets and their advisors.

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

This Forum is an annual meeting for a select group of 48 preeminent 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.