Forum for International Wealth Advisors

This Forum is an annual meeting for a select group of 48 preeminent legal advisors, trustees, private bankers and CPAs, 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. Using candid, seminar-style discussion, the group identifies trends and developments in their varied jurisdictions for meaningful dialogue on the most interesting and provocative issues of the day. "The .. continue reading Wealth Advisors Forum is a gathering of some of the world’s most outstanding wealth management professionals where ideas are considered and exchanged in an open and collegial manner. There is no better environment to share common professional challenges and concerns.". A meeting place for professionals with different backgrounds and nationalities who are pursuing the common goal of providing the best advice to their clients – highly recommended. Invitation of qualified practitioners guarantees the quality of the conference.". “A select group of experts in complementary areas (such as tax, trust business, etc) debating on current and practical issues relating to private wealth word, all in a very friendly and courtious [sic] atmosphere.