About
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What is the Forum?
The Forum is an annual gathering of 76 of the top international legal advisors, trustees and private bankers whose clients are wealthy families. Drawn from over 30 jurisdictions around the world, they meet for a day-and-a-half in roundtable discussions to share their knowledge, experiences and insights. This is a unique opportunity to spend meaningful time in a high-quality learning environment and building relationships within this international group. Location: Cascais, Portugal Dates: October 26th-28th, 2020 Contact: Jessica Baker |
I have been attending the IWA forum for six years and the quality has remained consistently excellent, both in terms of participants and, organization of the event itself. The contacts I have made through the Forum have proved to be genuinely valuable, and each year I come away from the Forum with fresh knowledge and fresh contacts that I will use in my day to day practice." |
This is a different event, unlike any you’ve attended
For the 8th year, the Forum brings together the top wealth
advisors – lawyers, trustees and private bankers from around the world to discuss the most pressing issues in their field.
advisors – lawyers, trustees and private bankers from around the world to discuss the most pressing issues in their field.
Elite Gathering
"In depth roundtable sessions with high quality private client advisors, with great networking opportunities."
Wim Vermeulen Cazimir Brussels, Belgium |
Tangible Takeaways
"The Forum allows for an excellent mix of knowledge sharing and networking that is not as achievable at a traditional conference in a lecture style."
Anita Millar-Neale Smith & Williamson London, United Kingdom |
Discussion Based
"The Forum provides insights, resources, and friendships that enrich any practice. Distinct from other conferences the content is driven by the participants, leading to free exchange of knowledge and opinion. Without a doubt the most valuable professional conference I have attended in many years."
Lindsay A. Martin JP Morgan New York, United States |
