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 AgrellosPartner, Durham Agrellos Portugal
- James MurdochPartner, Thorsteinssons LLP Canada
- Rahul SharmaPartner, Fasken LLP Canada
- Herberto RobinsonPartner, McEwan Argentina
Logistics
Where to stay
Places to stay near the venue.
Residencial Solar Dom Carlos
Hotel Baía
5 praca de outubro
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
Stay on it
Get the next edition
When Forum on International Wealth Advisors announces its next edition, or these dates change, we read it from the organiser's own site. One email when that happens, nothing else.
Plan this event
Work out who to meet here
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