Private Wealth Law

Forum Overview

Location: Dates & Venue, TBA

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.

2026 Steering Committee

This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.

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.

"The Forum is a fantastic, discussion-based opportunity to consider important substantive issues and best practices across multiple jurisdictions. It is invaluable and very fun."