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Forum Overview

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.

Yeonah Park

Forum Director