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
Hotel Baía
5
Hotel Baía
Cascais Hotel ★★★
Hotel Albatroz Cascais - VillaCascais
Cascais
Pousada de Cascais
Avenida Dom Carlos I, Cascais
Albatroz Hotel ★★★★★
100 Rua Frederico Arouca, Lisboa
Plan this event
Work out who to meet here
Luminik sources the attendee picture for an event like Forum on International Wealth Advisors, enriches it against your ICP, and sequences it ahead of the date. Capture at the event writes to Salesforce or HubSpot the same day, and attribution ties the pipeline back to the spend.
Spot something wrong on this page? Report a correction and we will fix it.