Dates: May 7 - 9, 2025
Location: Nashville, Tennessee
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.
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."
Stephen T. Dyer Section Chair - Private Clients Baker Botts LLP Houston, TX"The opportunity to hear from other individuals working in the private wealth space in an open discussion is something I have not experienced at any other conference. This feels more like a study group, but with the highest caliber professionals from across the country. It's the best of both worlds: high quality continuing legal education with the opportunity to ask questions and participate in the dialogue."
Michael L. Van Cise Partner Arnall Golden Gregory LLP Atlanta, GA"Collaborating with colleagues around the nation has been invaluable to my practice and continues to be the reason I come back every year."
Michaelle D. Rafferty Shareholder Maupin, Cox & LeGoy Reno, NVHear how our participants describe the practical benefits of our forums.