International Wealth Advisors

Forum Overview

Dates: May 11 - 13, 2026

Location: Provence, France

The Forum is an annual meeting for an international group of up to 68 senior and highly experienced practitioners working with HNW & UHNW international families on issues relating to wealth protection and succession, cross-border estates, trusts, and tax law. Participants include legal advisers, trustees, private bankers, and accountants. The format encourages the exploration of common concerns, exchange of ideas, and strategies to resolve challenges faced by clients. All those invited have approximately 15 – 25 years of relevant experience.

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.

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 crucial gathering of experts from various jurisdictions, coming together to discuss top international tax and family governance issues affecting UHNW global families. What sets this Forum apart is the welcoming and friendly atmosphere that encourages active participation from all attendees.

Miguel Durham Agrellos

Partner

Durham Agrellos

Portugal

"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

The Forum is invaluable to all participants. It provides an unparalleled networking opportunity and the chance to discuss pertinent issues affecting advisors to wealthy families around the world. The Forum has enabled participants to develop and grow not only professional relationships, but valuable friendships with global peers who face common interests and challenges.