Forum for

International Wealth Advisors

2nd Generation May 2021 Session B, Hosted Online
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Forum

Overview

This Forum is an annual meeting for a select group 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 in this meeting are within the age cohort of 40s to mid-50s.

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 a unique opportunity for practical discussions & creating connections among a global group of leading advisors to international HNW/UHNW families.

STILL UNSURE?

Learn why people return year after year

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

Watch Video
Jessica Baker Ellis

Senior Forum Director

Telephone

+1 437 996 7841

Email

[email protected]Email Jessica

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