Dates: May 2024
Location: Venue, TBA
The Forum is an annual meeting for up to 74 of the top 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. Participants are within the age cohort of late-40s to early-60s.
In 2023, the Forum for International Wealth Advisors – 2nd Generation celebrated its 10-year anniversary. The video below highlights the meeting’s first 10 years, and pays tribute to the participants, Steering Committee members, and Committee Co-Chairs who have contributed to the development of the Forum community over this time.
Built on genuine interactions and spontaneous connections, the Forum is a unique opportunity for practical discussions & creating connections among a global group of leading advisors to international HNW/UHNW families.
"Definitely the most inspirational professional event for Private Client professionals and a great opportunity to make friendships."Alexandra Adrot-Castorina Avocat Cabinet Claire Bonnet Avocats France
"It’s a forum of close colleagues and practitioners exchanging their experience in certain fields of their (daily) practice."Florian Zechberger Managing Partner Paragraph7 Attorneys at Law Liechtenstein
"A really excellent group of professionals. Everyone participated and there were no individuals who felt the need to dominate – a rarity! The size of the Forum was perfect for networking and meeting new contacts around the world – very useful for professional network."James Murdoch Partner Thorsteinssons LLP Canada
Hear how our participants describe the practical benefits of our forums.Watch Video
Senior Forum Director