Dates: April 2023
Location: Venue, TBA
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.
Using candid, seminar-style discussion, the group identifies trends and developments in their varied jurisdictions for meaningful dialogue on the most interesting and provocative issues of the day.
Built on genuine interactions and spontaneous connections, the Forum is the premier gathering for preeminent advisors to international HNW/UHNW families.
"The Wealth Advisors Forum is a gathering of some of the world’s most outstanding wealth management professionals where ideas are considered and exchanged in an open and collegial manner. There is no better environment to share common professional challenges and concerns."Glenn G. Fox Partner, Wealth Management/Tax Baker McKenzie LLP New York, United States
"Very Special. A meeting place for professionals with different backgrounds and nationalities who are pursuing the common goal of providing the best advice to their clients – highly recommended. Invitation of qualified practitioners guarantees the quality of the conference."Chris Potter Group General Counsel SETE SA Geneva, Switzerland
“A select group of experts in complementary areas (such as tax, trust business, etc) debating on current and practical issues relating to the private wealth world, all in a very friendly and courteous [sic] atmosphere. Great forum.”Chokri Bouzidi Head of Tax Praxio Tax & Legal L.P. Luxembourg