Member profile
Program exclusively for the next generation of leaders.
From surviving to thriving
15 proven Investors with highly diverse portfolios, with diverse vision, capabilities and competencies.
  • Hands-on approach to their financial legacy and purpose
  • Investment opportunities, insights, strategies and trends
  • Access to the wider REF community to keep a pulse in the active business community
  • Personalized Platform offering
Member profile
  • Desire to actively invest and share investment knowledge
Qualifying criteria
  • Investment capacity: Min of 5M$ of investable assets
  • Proof required from a verifiable source
Forum frequency
  • Monthly
  • Quarterly

Our vision - Delivering our promise

FORUM Peer Advisory Board Circle of Trust
Monthly Led by a Forum Leader Up to 15 non-competing peers
Expert Insights
A space where global experts in relevant topics across personal, professional and business growth share their knowledge with our Community in order to stay current and continue our evolution journey.
Development Programs
Dedicated to our Community’s personal and professional growth, we offer exclusive access to a vast range of courses and programs in order to reach our next level.
Resource Center
Leaders must stay relevant while navigating an infinite amount of information available. We select and curate relevant content daily into our online repository dedicated to personal, professional and business evolution. Everything you need in one place, exclusive for our members. Access to our expertly curated insights following our Linkedin Page and subscribing to our Monthly Newsletter
Industry Talks
Tap into the Community’s collective intelligence in these special forums dedicated to connecting with members by industry. Gain and contribute with local and global exclusive insights of your industry.
Exclusive events gather business and opinion leaders at a local and global level to generate learning, experience, and exchange among our members.
Unique experiences
These exclusive retreats combine leisure with business and networking. From meditation in the Patagonia to exploring a new city, we value member bonding and the valuable exchange generated that cannot be replicated in any other way.

Ready to reach your next level?

Become the best version of yourself. Evolve at a personal, professional and business level.