International Wealth Advisors

Forum Overview

Location: Cascais, Portugal

The Forum is an annual meeting for up to 50 of the top leading international private practice advisors, with a select few trustees, and private wealth advisors, 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. All those invited have 7-15 years of relevant experience.

This 3rd Generation Forum is the latest addition to the Cambridge Forums ‘International Wealth Advisors’ series. It is geared towards the next cohort of practitioners. Participants will be split amongst two rooms and will periodically rotate rooms to hear the perspectives from everyone attending.

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

Highly relevant and interactive with practical takeaways and real-life cases which were very helpful.

Karen Tan

Executive Director & Head of Wealth Advisory, Southeast Asia

JP Morgan

Singapore

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.