Private Client Forums

THE APEX OF PROFESSIONAL DEVELOPMENT

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 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 Canada

THE APEX OF PROFESSIONAL DEVELOPMENT

Our forums

Connection, engagement and excellence across a variety of disciplines. Send us a message or call us today to learn more.

Heather Beamish

Telephone

+1 416 703 1577 x.265

Email

[email protected]Email Heather

Video Overlay
Account Login Log in to view your upcoming forums, download materials, update your personal information and more.
Reset Password Enter the email address associated with your account, and we’ll email you a link to reset your password.
Password Reset Email Sent An email has been sent to . Follow the directions in the email to reset your password.
Set Your Password to Log in An email has been sent to . Follow the directions in the email to set your password and log in.
Two-Factor Authentication A message with a verification code has been sent to your device. Please enter the code to continue.
Two-Factor Authentication An email with a verification code has been sent to you. Please enter the code to continue.

Terms of Use

The Site is for your personal use only. As a condition of your use of the Site, you agree:

 

  1. To keep your registration and contact information up to date at all times;
  2. To keep your password for the Site and any Communities confidential and not to share any such password with any person or entity;
  3. Not to use the Site for any purpose that is unlawful under applicable law, or prohibited by these Terms of Use;
  4. Not to defame or disparage any person or entity, or make comments of an obscene, derogatory or offensive manner or otherwise use the Site or its Content in a way that brings us or any third party into disrepute, or causes us to be liable to any third party;
  5. Not to reverse engineer, decompile, copy, modify, distribute, transmit, license, sublicense, display, revise, perform, transfer, sell or otherwise make available to any third party or otherwise publish, deep-link, create derivative works from, or exploit in any way the Site or its Content except as permitted by us under these Terms of Use, the Communities Terms of Use or any Rules;
  6. Not to use the Site to distribute viruses or malware or other harmful software or HTML code or other similar material;
  7. Not to represent or suggest that we endorse any other business, product or service unless we have separately agreed to do so in writing; and,
  8. That you are solely responsible for all costs and expenses you may incur in relation to your use of the Site and shall be solely responsible for keeping your password and other account details confidential.

 

We reserve the right to terminate, prevent or suspend your access to the Site if you do not comply with any part of these Terms of Use, the Communities Terms of Use, any Rule or any applicable law.

 

Please review the Website Terms of Use for details on Ownership, Use and Intellectual Property Rights, Trade-marks, Software, Submitting Information to the Site, Communication with Us or Other Users, Accuracy of information and availability of the Site, Hyperlinks and Third-Party Sites, Warranties, Limitation of Liability, and Cookies.

 

By clicking “I Agree”, you agree to be bound by these Terms of Use and the other terms, conditions, and documents referred to in them. If you do not agree with or accept any of these Terms and Conditions, you should cease using the Site immediately. If you have any questions about the Site or these Terms of Use, please contact [email protected].