Dates: May 2023
Location: Venue, TBA
The Forum is an annual meeting for up to 76 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 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.
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.
"The Forum provides a unique format that facilitates engaging conversations, the easy exchange of ideas, comradery, networking and professional development."Pamela Drucker Director Armanino LLP United States
"It’s a forum of close colleagues and practitioners exchanging their experience in certain fields of their (daily) practice."Florian Zechberger Managing Partner Anwaltskanzlei Konig Rebholz Zechberger Liechtenstein
"The Forum allows for an excellent mix of knowledge sharing and networking that is not as achievable at a traditional conference in a lecture style."Wim Vermeulen Partner Cazimir Belgium