WealthTech
Forum on International Wealth Advisors
The Forum on International Wealth Advisors is an annual meeting for senior practitioners advising high net worth and ultra-high net worth international families on wealth protection, succession, cross-border estates, trusts, and tax law. It is designed for legal advisers, trustees, private bankers, and accountants with 15 to 25 years of experience.
The essentials
Event details
- Dates
- 19 May 2027 to 21 May 2027
- Location
- Cascais, Portugal
- Organiser
- 2026 - Cambridge Forums Inc
- Expected attendance
- 68
- Industry
- WealthTech
Who attends
The audience
The _Forum_ is an annual meeting for an international group of up to 68 senior and highly experienced practitioners working with HNW & UHNW international families on issues relating to wealth protection and succession, cross-border estates, trusts, and tax law.
As described by the organiser
Agenda themes
Topics covered
- Banking & Finance
On stage
Speakers
- Miguel Durham Agrellos, Partner, Durham Agrellos Portugal
- James Murdoch, Partner, Thorsteinssons LLP Canada
- Rahul Sharma, Partner, Fasken LLP Canada
- Herberto Robinson, Partner, McEwan Argentina
Logistics
Where to stay
Places to stay near the venue.
Residencial Solar Dom Carlos
Hotel Baía
Cascais Hotel ★★★
Hotel Albatroz Cascais - VillaCascais
Cascais
Pousada de Cascais
Avenida Dom Carlos I, Cascais, 2750-310
Albatroz Hotel ★★★★★
100 Rua Frederico Arouca, Lisboa, 2750-353
The Albatross Hotel
Legacy Hotel Cascais, Curio Collection by Hilton ★★★★
Avenida 25 de Abril, Cascais, 2750-511
Keep planning
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