Join senior private client lawyers and law firm leaders from across Wales for an exclusive Resilient Legal Leaders Lunch exploring how trusted advice can create lasting impact for clients, families and communities.

Hosted in partnership with Marie Curie Cymru and Centurion Chartered Financial Planners, the lunch and dicussions will examine opportunities to strengthen collaboration between the legal profession and the charity, helping clients navigate legacy giving and estate planning while connecting more individuals and families with trusted legal expertise.

Private client lawyers are often trusted advisers at some of life’s most significant moments.

From succession planning and estate administration to wills, trusts and legacy giving, they help clients make important decisions that can shape families, communities and charitable causes for generations.

This Resilient Legal Leaders Lunch brings together senior private client lawyers, law firm leaders and professionals from across Wales for an informal private lunch and facilitated discussion exploring the evolving role of the private client profession and the opportunities for greater collaboration across the sector.

Hosted in partnership with Marie Curie Cymru, the discussion will also explore how stronger relationships between law firms and charities can better support clients who wish to leave a charitable legacy, while ensuring individuals and families are connected with trusted legal advice at the right time.

Held under Chatham House Rules, the lunch is designed to encourage open conversation, relationship building and the sharing of ideas in a relaxed environment.

Discussion themes

• The evolving role of private client advisers.
• Supporting clients through legacy planning and charitable giving – exploring the opportunities to support individuals and families through the charity.
• Building stronger partnerships between law firms and charities.
• Connecting individuals and families with trusted legal expertise.
• Creating meaningful social impact through collaboration.
• Hear about the untapped opportunities to connect with Marie Curie Cymru – including legal sector collaboration – and its plans for the future.
• Connecting the private client community across Wales.

Rather than presentations, the afternoon focuses on conversation, enabling participants to exchange ideas, discuss best practice and explore practical opportunities for collaboration.

We are pleased to announce Centurion Chartered Financial Planners are supporting this event and discussion – offering insight on their own connections to charities and vulnerable clients.

Who should attend?

• Heads of Private Client
• Lawyers specialising in Private Client
• Trust and Estate Practitioners
• Senior legal professionals interested in collaborating with Marie Curie Cymru
• Professional advisers working alongside private client teams

Event Details

• Wednesday 21 October 2026
• 12:00pm – 3:30pm
• The Ivy Cardiff – Shearwater Private Dining Room
• Two-course lunch with drinks
• Tickets: £45 + VAT per person
• Hosted under Chatham House Rules

Book now

Places are limited for our Resilient Legal Leaders Lunch. Book here to secure your place.