Where We Convene

Global Summits & Private Roundtables

GWA convenes the world's foremost wealth management professionals at exclusive forums across international financial capitals.

New York Wealth Leadership Summit March 2027

Wealth Leadership Summit

Location: TBD

290 senior wealth managers, family office principals, and private bank heads

Day 1
  • Welcome reception at a premier venue
  • Keynote: "The American Ultra-HNW Market: Concentration of Wealth and the Advisory Opportunity"
  • Roundtable: Cross-border estate planning for US and international HNW clients
Day 2
  • Morning — "AI-Driven Portfolio Rebalancing: Live Demonstration & Case Studies"
  • Afternoon — Regulatory Workshop: SEC, FINRA & Cross-Border Compliance for Global Wealth Managers
  • Evening — Exclusive private dinner at a landmark venue
Day 3
  • Closing breakfast summit
  • Presentation of GWA 2025 Global Wealth Outlook
  • Networking farewell reception
Zurich Banking Leadership Forum January 2027

Banking Leadership Forum

Location: TBD

Banking executives, family office chiefs, and compliance officers

Day 1
  • Welcome reception at an exclusive lakeside venue overlooking Lake Zurich
  • Keynote: "Swiss Banking Confidentiality in the Age of CRS & Global Transparency"
  • Workshop: Structuring Ultra-HNW Portfolios for Multi-Generational Transfer
Day 2
  • Morning — Alternative Assets: Art, Wine & Collectibles as Portfolio Components
  • Afternoon — Tax-Optimisation Across Swiss, Liechtenstein & Channel Island Structures
  • Evening — Private dinner at a historic Zurich guildhall venue
Day 3
  • Closing Summit: "The Future of Swiss Private Banking"
  • Farewell mountain brunch with panoramic Alpine views
Sydney Pacific Rim Private Banking Forum May 2026

Sydney Pacific Rim Private Banking Forum

Sydney, Australia

210 private bankers, advisors, and HNW relationship managers

Day 1
  • Welcome cocktail reception at a premier Sydney Harbour waterfront venue
  • Keynote: "The Pacific Wealth Surge: Australia, Asia-Pacific, and the Next Generation of HNW Clients"
  • Panel: Digital Assets in Private Banking — Regulatory Landscape and Investment Opportunity
Day 2
  • Morning — AI in Wealth Management: Real-World Applications for Private Client Portfolios
  • Afternoon — Succession Planning Workshop for Multi-Generational Family Wealth
  • Evening — Exclusive harbour dinner experience with panoramic city views
Day 3
  • Closing Forum: "Sydney as a Global Wealth Hub"
  • Networking farewell brunch at a premier circular quay venue
Toronto North American Family Office Congress November 2025

Toronto North American Family Office Congress

Toronto, Canada

240 family office principals, private bankers, and institutional wealth advisors

Day 1
  • Welcome reception at a premier Toronto financial district venue
  • Keynote: "The Canadian Family Office: Wealth Concentration and Strategic Opportunity"
  • Panel: Real Assets and Private Equity in a Rising Rate Environment
Day 2
  • Morning — Governance Frameworks for Multi-Generational Family Offices
  • Afternoon — Tax-Efficient Cross-Border Structures: Canada, US & International Planning
  • Evening — Exclusive private dining experience at a landmark Toronto venue
Day 3
  • Closing Roundtable: "North American Wealth Management — The Road Ahead"
  • Farewell networking reception with panoramic lakefront views