Dates: February 2025
Location: Venue, TBA
The Forum’s Steering Committee welcomes a select group of up to 44 preeminent legal advisors, trustees, private bankers, and CPAs, who advise HNW & UHNW Asia-Pacific families on estates, trusts and tax law, to explore common issues, exchange ideas, and resolve challenges everyone faces.
Using candid, seminar-style discussion, this Forum identifies trends and developments in every jurisdiction for meaningful dialogue on the most pressing issues facing clients today.
Built on meaningful interactions and genuine connections, the Forum is the premiere gathering for preeminent leaders in international wealth management.
"As always, the Forum provides participants with a truly invaluable opportunity to learn from peers around the world and the Asia-Pacific region in a truly practical, pragmatic and participatory manner. The sessions are excellent and the discussions held at the Forum continue to inform my day-to-day practice in many ways."
Rahul Sharma Partner Fasken Martineau DuMoulin LLP Toronto, Canada“It was an excellent platform for fellow practitioners to exchange views and bounce ideas on planning strategies. It was an interesting and engaging two days.”
SeowChee Goh Managing Director Aequitas Advisory Pte Ltd. Singapore"A unique opportunity to spend an extended period of time discussing topical issues with subject matter experts from around the region and the world."
Joanna Caen Counsel Carey Olsen St Peter Port, Guernsey, Channel Islands"The Forum was fantastic in terms of design and the quality of knowledge and experience of the practitioners. It made for a more relevant event for relatively senior and experienced practitioners and enabled more in-depth interaction."
Radhika Gaggar Partner; Co-Head private client practice Cyril Amarchand Mangaldas Mumbai, IndiaHear how our participants describe the practical benefits of our forums.
Senior Forum Director