This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.
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, the 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.
2026 Steering Committee
Forum Directors
Kristina is a graduate of the University of Toronto and is accredited as a Certified Meeting Professional (CMP), a globally recognized badge of excellence in the meeting and event industry.
Prior to joining Cambridge Forums, Kristina worked for the Toronto International Film Festival where she successfully planned and hosted events for high-level donors, corporate clients and film stars.
Outside the office, Kristina is passionate about learning new things, being outdoors, trying new cuisines and exploring the world one country at a time.
Emily holds a Bachelor’s Degree in Sociology from Queen’s University. Since joining Cambridge Forums in 2020, she has developed and overseen specialized forums for elite senior professionals navigating complex regulatory landscapes and advancing responsible business practices. Prior to Cambridge Forums, Emily spent a decade as an event manager, orchestrating high-profile fundraisers in Toronto and managing destination weddings worldwide. Her extensive expertise in relationship management and event logistics has been key to delivering exceptional participant experiences. Outside of work, Emily enjoys traveling in search of the ultimate live music experiences, the best ski conditions, world-class golf courses, and exquisite cuisines and wines.
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.
STILL UNSURE? Learn why people return year after year
Hear how our participants describe the practical benefits of our forums.