Private Client Forums

"This was a unique opportunity to come together with some of the best and brightest in our field in a relaxed environment. The discussions were thought-provoking, relevant, and challenged some of my previously held views. I feel privileged to have been a part of it."

"The Forum was unlike any program that I have ever attended. I found it to be very beneficial. The open dialogue between participants kept everyone engaged. It felt much more like a conversation than a typical CLE."

"The Forum is a strong think tank forum from different jurisdictions sharing information and enlightening and making every other advisor more aware of what’s happening in different jurisdictions. Great work is being done."

"You will have the benefit to hear the experiences from different jurisdictions with very high experienced advisors. The Forum will bring the opportunity to meet people and encourage networking. Very interesting program and the format it’s much better that then typical power point presentation of seminar. Everybody needs to participate."

"A fascinating insight into what is going on around the world within tax and trusts. A lively, informative and entertaining debate."

"I always come away from the Forum with several insights to apply in my day to day practice. The caliber of the participants and speakers are top-notch."