Forum for

International Wealth Advisors

April 2024 Venue, TBA
Received an invitation or already a member of the Forum? Login to view further details.
Forum

Overview

Dates: April 2024

Location: Venue, TBA

This Forum is an annual meeting for a select group of 44 preeminent legal advisors, trustees, private client 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.

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

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

STILL UNSURE?

Learn why people return year after year

Hear how our participants describe the practical benefits of our forums.

Kristina K. Govan

Senior Forum Director

Telephone

+1 416 818 3724

Email

[email protected]Email Kristina

Video Overlay
Account Login Log in to view your upcoming forums, download materials, update your personal information and more.
Reset Password Enter the email address associated with your account, and we’ll email you a link to reset your password.
Password Reset Email Sent An email has been sent to . Follow the directions in the email to reset your password.
Set Your Password to Log in An email has been sent to . Follow the directions in the email to set your password and log in.
Two-Factor Authentication A message with a verification code has been sent to your device. Please enter the code to continue.
Two-Factor Authentication An email with a verification code has been sent to you. Please enter the code to continue.

Terms of Use

The Site is for your personal use only. As a condition of your use of the Site, you agree:

 

  1. To keep your registration and contact information up to date at all times;
  2. To keep your password for the Site and any Communities confidential and not to share any such password with any person or entity;
  3. Not to use the Site for any purpose that is unlawful under applicable law, or prohibited by these Terms of Use;
  4. Not to defame or disparage any person or entity, or make comments of an obscene, derogatory or offensive manner or otherwise use the Site or its Content in a way that brings us or any third party into disrepute, or causes us to be liable to any third party;
  5. Not to reverse engineer, decompile, copy, modify, distribute, transmit, license, sublicense, display, revise, perform, transfer, sell or otherwise make available to any third party or otherwise publish, deep-link, create derivative works from, or exploit in any way the Site or its Content except as permitted by us under these Terms of Use, the Communities Terms of Use or any Rules;
  6. Not to use the Site to distribute viruses or malware or other harmful software or HTML code or other similar material;
  7. Not to represent or suggest that we endorse any other business, product or service unless we have separately agreed to do so in writing; and,
  8. That you are solely responsible for all costs and expenses you may incur in relation to your use of the Site and shall be solely responsible for keeping your password and other account details confidential.

 

We reserve the right to terminate, prevent or suspend your access to the Site if you do not comply with any part of these Terms of Use, the Communities Terms of Use, any Rule or any applicable law.

 

Please review the Website Terms of Use for details on Ownership, Use and Intellectual Property Rights, Trade-marks, Software, Submitting Information to the Site, Communication with Us or Other Users, Accuracy of information and availability of the Site, Hyperlinks and Third-Party Sites, Warranties, Limitation of Liability, and Cookies.

 

By clicking “I Agree”, you agree to be bound by these Terms of Use and the other terms, conditions, and documents referred to in them. If you do not agree with or accept any of these Terms and Conditions, you should cease using the Site immediately. If you have any questions about the Site or these Terms of Use, please contact [email protected].