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.

  • Private Client Enforcement International Forum on Private Client Enforcement April 4 - 6, 2022 Surrey, United Kingdom

    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.

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  • Estate Planning & Litigation Forum on Estate Planning & Litigation April 10 - 12, 2022 Cambridge, Ontario

    The 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.

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  • International Wealth Advisors Forum for International Wealth Advisors April 27 - 29, 2022 Hampshire, United Kingdom

    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.

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  • Family Office Forum Canadian Family Office Forum May 2 - 4, 2022 Cambridge, Ontario

    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.

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  • Private Wealth Litigation Forum on Private Wealth Litigation May 4 - 6, 2022 Irving, Texas

    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.

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  • ​Senior Estates & Trusts Practitioners Forum for ​Senior Estates & Trusts Practitioners 3rd Generation May 4 - 6, 2022 Montréal, Québec

    The Steering Committee welcomes up to 48 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.​

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THE APEX OF PROFESSIONAL DEVELOPMENT

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Heather Beamish

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+1 416 703 1577 x.265

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[email protected]Email Heather

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