Forum Overview
Dates: May 6 - 8, 2026
Location: Denver, CO
The Steering Committee welcomes 48 senior lawyers, trustees, private bankers and CPAs, who advise HNW & UHNW American families on estates, trusts and tax law.
Using candid, seminar-style discussions at this annual meeting, the group examines trends and developments in every jurisdiction across a multitude of disciplines. Participants are able to engage in meaningful dialogue about the most pressing issues facing their clients and build valuable networks of like-minded peers.
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 HNW & UHNW American families on estates, trusts and tax law.
STILL UNSURE? Learn why people return year after year
Hear how our participants describe the practical benefits of our forums.