International Wealth Advisors

Forum Overview

Dates: April 9 - 11, 2025

Location: Évian-les-Bains, France

This Forum is an annual meeting for a select international group of 44 preeminent legal advisors, trustees, private client bankers and CPAs, who advise HNW & UHNW international families on issues relating to succession, cross border estates, trusts and tax law, to explore common concerns, exchange ideas, and strategies to resolve challenges faced by clients. All those invited have over 25 years of relevant experience.

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.

2025 Steering Committee

This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.

Committee Chair

Committee Members

Nuno Cunha Barnabé is a graduate of the law faculty of the University of Lisbon (1996), where he lectured in tax, public finances and economics laws (1996-1999). He was a senior tax consultant at former Arthur Andersen Portugal (1996-2000). He is a founding judge of the Portuguese tax arbitration court (2011). Before joining ABREU (2019) he was the head tax practice at PLMJ and coordinator of the firm’s Private Clients’ (2000-2019). Nuno is currently a senior partner at ABREU, where he co-heads the firm’s tax practice being responsible for Private Clients. He has over 20 years of experience in tax law and specializes on wealth taxation advising HNWI’s individuals, family offices, private banking and asset manager businesses in Portugal and Portuguese-speaking countries. Nuno is a member of the STEP – Society of Trust and Estate Practitioners (Central London branch, 2017) and of TIAETL – The International Academy of Estate and Trust Law (2017). He is recognized by Chambers Europe, Legal 500, Who’s Who and Best Lawyers Directories as Tier 1/leading lawyer in Tax and Private Clients.

CONNECT. ENGAGE. EXCEL. This is a different event, unlike any you've attended

Built on meaningful interactions and genuine connections, the Forum is the premiere gathering for preeminent leaders who advise international HNW/UHNW families.

The Forum is a superb blend of professional substance and session discussion in a roundtable format at the highest level, with a fun, charming and energetic group of people who have become good friends over the years.

Basil Zirinis

Partner

Sullivan & Cromwell LLP

London, United Kingdom

This is the original Cambridge Forum in the private client arena. It has an extremely useful blend of wizened but very active long-term practitioners and the next generation of established thought leaders in attendance. We all learn from each other.