Cambridge's Private Client series of forums address the ways in which advisers can assist their high net worth clients to protect their assets and realize their succession goals. These cover both the planning side and the resolution of estate disputes.
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.
Learn MoreThe Steering Committee welcomes 44 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.
Learn MoreThe 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.
Learn MoreThis Forum is an annual meeting for a select group 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.
Learn MoreThis Forum is an annual meeting for a select group 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.
Learn MoreThe Steering Committee welcomes 48 estate planning and litigation professionals from leading law firms across Canada to meet and discuss the most pressing issues in planning and litigation facing their clients today.
Learn MoreThe 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.
Learn MoreThe 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.
Learn MoreThe 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.
Learn MoreThis 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.
Learn MoreThe 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.
Learn MoreThe 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.
Learn MoreThe 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.
Learn MoreThe 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.
Learn MoreThe 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
Learn MoreThe 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.
Learn MoreThe 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.
Learn MoreThe 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.
Learn MoreThe 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.
Learn MoreThe 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.
Learn MoreThe 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.
Learn MoreThis 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.
Learn More"This was a unique opportunity to come together with some of the best and brightest in our field in a relaxed environment. The discussions were thought-provoking, relevant, and challenged some of my previously held views. I feel privileged to have been a part of it."
Nimali Gamage Partner Goddard Gamage Stephens LLP Canada"The Forum was unlike any program that I have ever attended. I found it to be very beneficial. The open dialogue between participants kept everyone engaged. It felt much more like a conversation than a typical CLE."
Michael M. Gordon Director Gordon, Fournaris & Mammarella, P.A. United States"The Forum is a strong think tank forum from different jurisdictions sharing information and enlightening and making every other advisor more aware of what’s happening in different jurisdictions. Great work is being done."
Gautami Gavankar Executive Director Kotak Mahindra Trusteeship Services Limited India"You will have the benefit to hear the experiences from different jurisdictions with very high experienced advisors. The Forum will bring the opportunity to meet people and encourage networking. Very interesting program and the format it’s much better that then typical power point presentation of seminar. Everybody needs to participate."
Jose L. Fernandez Partner Chevez, Ruiz, Zamarripa Y CIA.,S.C. Mexico"A fascinating insight into what is going on around the world within tax and trusts. A lively, informative and entertaining debate."
Camilla Baldwin Founding Partner Camilla Baldwin Ltd, Boutique Family Law Practice United Kingdom"I always come away from the Forum with several insights to apply in my day to day practice. The caliber of the participants and speakers are top-notch."
Corina Weigl Partner Fasken LLP CanadaConnection, engagement and excellence across a variety of disciplines. Send us a message or call us today to learn more.