Find the level that suits you

Find your perfect event with Codivault. From intimate roundtables to global summits, our gatherings are designed to inspire, connect, and empower. Let us guide you toward meaningful experiences that shape lasting legacies.

The Wealth Forum 2025

  • Perfect For: Wealth Growth Seekers
  • Networking Capacity: Up to 300 participants
  • Frequency: Annual Flagship Event

Featured Include:

  • Keynotes from global investment leaders
  • Market insights on wealth creation
  • Access to exclusive research reports
  • Personalized Q&A with Codivault experts
  • Premium networking opportunities
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Legacy & Governance Summit

  • Perfect For: Next-Gen Planners
  • Networking Capacity: Up to 200 participants
  • Frequency: Bi-Annual

Featured Include:

  • Family governance best practices
  • Succession planning workshops
  • Insights on estate, trusts & wills
  • Gen-next mentoring strategies
  • Interactive family case studies
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Global Family Office Roundtable

  • Perfect For: Global Family Leaders
  • Networking Capacity: Up to 150 participants
  • Frequency: Quarterly

Featured Include:

  • Roundtable discussions with global peers
  • Tax & compliance insights across borders
  • Lifestyle & concierge trends for global families
  • Access to Codivault’s international advisors
  • Networking with global investors
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