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.

  • Multi-Generational Family Wealth & Leadership Forum on Multi-Generational Family Wealth & Leadership June 7 - 9, 2023 North Hatley, Quebec

    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 leading generation overseeing the family’s assets and the rising next generation. Through shared learning, the Forum will address subjects that are critical to achieving successful transition of wealth, power and control.

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  • International HNW Family Law Cambridge Forum on International HNW Family Law September 20 - 22, 2023 Barcelona, Spain

    The Steering Committee welcomes a small group of preeminent litigators from around the world, each of whom has been identified based on the breadth of their experience and sophistication in practicing complex family law and resolving matrimonial matters for HNW & UHNW international families. This Forum provides an opportunity to explore common concerns, exchange ideas and resolve challenges faced on behalf of these clients.

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  • Family Office Forum European Family Office Forum October 9 - 11, 2023 Zürich, Switzerland

    The Forum is a private gathering of up to 36 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.

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  • International Wealth Disputes Forum on International Wealth Disputes October 11 - 13, 2023 Madrid, Spain

    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.

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  • ​Senior Estates & Trusts Practitioners Forum for ​Senior Estates & Trusts Practitioners 1st Generation October 15 - 17, 2023 Cambridge, Ontario

    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.​

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  • Senior Tax Practitioners Forum for Senior Tax Practitioners November 2 - 3, 2023 Niagara-on-the-Lake, Ontario

    The 36th Annual Senior Tax Practitioners’ Institute is a meeting for a limited number of 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.

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"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

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+1 416 703 1577 x.265

Email

[email protected]Email Heather

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