Save the dates 2027: March 10th New York Forum and 11th May London Forum
Citywealth is delighted to present its content for its sister Forums in London and New York for 2027. Apply to be a speaker here
Citywealth Forum USA Wednesday 10th March 2027
Moderator: Rebecca Jones, BBC journalist
13:00 – 13:30 – Registration
13:30 – 14:15 | Panel 1: Mobility, Marriage & Wealth Protection
The New Geography of American Wealth
For wealthy families, where they live now matters almost as much as what they own. Tax regimes, trust law, divorce outcomes and succession planning increasingly depend on state residency, creating a new generation of mobile families with homes, businesses and family members across multiple jurisdictions.
From outbound Americans establishing international lives to inbound entrepreneurs relocating to the United States, advisers must navigate federal rules alongside dramatically different state laws. California, Florida, New York, Delaware and other states each offer distinct planning opportunities and risks.
This panel explores how mobility is reshaping private wealth advice and why residency has become one of the most valuable planning tools available.
Discussion Points
- Outbound US families relocating overseas
- Inbound entrepreneurs and investors moving to America
- Mobility within the United States
- California’s tax environment and wealth migration
- Florida, Texas and other destination states
- New York versus Florida for UHNW families
- Divorce outcomes and why state law matters
- Community property versus equitable distribution
- Cross-border marriages and international families
- Immigration, residence and citizenship planning
- Latin American wealth entering the US
- Second homes and changing tax residency
- The growing importance of centres of influence working together
14:15 – 15:00 | Panel 2: Dynasty or Dysfunction?
Can Modern Wealth Structures Really Last Forever?
Families spend millions creating trusts, family offices, governance frameworks and succession plans designed to preserve wealth across generations. Yet many of the world’s wealthiest families still find themselves locked in litigation over control, distributions, capacity and competing interpretations of a founder’s intentions.
Today, advisers have more structuring options than ever before. US domestic trust jurisdictions such as Delaware, South Dakota and Wyoming continue to evolve, while international centres including Bermuda remain important for globally connected families. At the same time, families are increasingly recognising that trusts alone may not be enough. Liquidity planning, family governance and life insurance all play an essential role in ensuring wealth can pass successfully between generations.
Drawing lessons from leading wealth dynasties, including the Rockefeller family’s long-term planning model, this panel examines what really makes wealth survive.
Discussion Points
- Dynasty trusts and perpetual planning
- Delaware, South Dakota and Wyoming as leading trust jurisdictions
- Delaware’s Court of Chancery and sophisticated trust litigation
- Bermuda’s trust reforms and international planning
- Domestic versus international trust structures
- Capacity, vulnerability and ageing founders
- Governance versus control
- Family offices as peacemakers or power centres
- Protectors and fiduciary decision making
- Fiduciary structures versus life insurance solutions
- The Rockefeller model and liquidity planning
- The “waterfall effect” of passing wealth through generations
- Trustees versus beneficiaries
- Why wealthy families still end up in court
- Can modern trust law keep pace with modern families?
15:00 – 15:30
Coffee Break & Networking
15:30 – 16:15 | Panel 3: The New Trophy Assets
Sports, Art & Alternative Investments in a Liquidity-Constrained World
The world’s wealthiest investors are increasingly allocating capital beyond traditional investment portfolios. Sports franchises, minority team ownership, art collections and other passion assets have become established components of family office wealth.
As institutional capital enters these markets, how should private investors assess opportunity, governance and liquidity?
Discussion Points
- The Boston Celtics transaction and sports franchise valuations
- Minority ownership rights and governance
- Sports as an institutional asset class
- Art as an investment versus a passion asset
- Secondary markets and liquidity
- Art lending and private credit
- Valuation challenges
- Family office allocation trends
- Insurance and risk management
- Private museums and legacy planning
16:15 – 17:00 | Panel 4: America & Europe
Where the World’s Great Collectors Are Buying Next
The United States remains the world’s largest art market, while Europe continues to dominate historic collecting, museums and cultural institutions. Meanwhile, Latin America is emerging as an increasingly important region for collectors, with growing activity across Mexico, Brazil and Argentina and expanding international fair programmes.
This panel explores how sophisticated collectors are building international collections, structuring ownership and preparing significant art assets for future generations.
Discussion Points
- America versus Europe as collecting destinations
- New York, London and Paris
- Latin America’s growing collector market
- Mexico, Brazil and Argentina
- Frieze’s expansion into Latin America
- Cross-border ownership structures
- Art valuation and lending
- Insurance and risk management
- Estate and succession planning
- Family office collecting strategies
- Museums, philanthropy and legacy
- Authenticity, provenance and digital records
17:00 – 17:30
Champagne & Networking
17:30 – 18:30
Citywealth Powerwomen Awards USA 2027
Hosted by Rebecca Jones
18:30 – 19:30
Networking Drinks Reception
Citywealth Forum date Tuesday 11th May 2027
8:30 – 9:00 – Registration and breakfast
Audience participation encouraged throughout the day. Join the debate, ask questions, and engage with industry leaders.
9:00 – 9:15 – Welcome address from Citywealth Forum Chair; Editor Citywealth and Forum moderator Rebecca Jones
- Joshua Rubenstein, Partner, Global Chair, Private Wealth at Katten
- Karen Jones, Editor, Citywealth
- Rebecca Jones, Forum moderator
09:15 – 10:00 | Panel 1: Trusts and Investment Strategies
This session will focus on trustees and sustainable investing, examining the challenges that continue to arise when family members hold differing views on investment decisions. Disagreements are often not confined to the next generation, with divisions emerging across multiple branches of a family. The discussion will explore how different trust structures are being established to address these tensions and differing priorities.
10:00 – 10:45 | Panel 2: International Financial Centres (IFC) Update
10:45 – 11:15 | Coffee Break & Networking
11:15 – 12:00 | Panel 3: Family Businesses and the Family Offices
This session will examine the legal, financial and emotional constraints that have historically been placed on assets and the lessons that can be drawn from past decisions. It will also explore the circumstances in which individuals or family branches may choose to leave a family structure, how this can be managed effectively, and the key considerations advisers should take into account.
12:00 – 12:45 | Panel 4: Politics, Taxation and Wealth – Transgenerational Wealth
This discussion will focus on the changing geography of wealth and the increasing mobility of both families and capital, a topic made particularly relevant by current political developments.
Key themes will include tax residency, mobile families and mobile capital, how governments compete to attract wealthy families, and the increasing competition between offshore centres. The panel will also consider international succession planning in a rapidly changing political and regulatory environment, including the implications of the US midterm elections for long term wealth planning.
12:45 – 14:00 – Lunch & networking
14:00 – 14:45 | Panel 5: Litigation and Capacity – The Longevity Dividend: What Happens When Clients Live to 110?
The panel will examine issues surrounding business, testamentary, trust and marital capacity in an era of increasing longevity.
Trust structures originally designed to support retirements of 30 years are now being asked to accommodate lifespans extending well beyond 50 years in retirement. The discussion will consider the implications for fourth and fifth generation beneficiaries, the permanence of family offices, and the impact on asset allocation and long term planning.
It will also explore questions of capacity, guardianship and control, and ask how the medical profession will engage with the private client industry as these issues become more prevalent. We will explore the outlook.
14:45 – 15:30 | Panel 6: The Weaponisation of Wealth: Sanctions, Geopolitical Risk, State Intervention and the rise of anti-rich sentiment
This session will examine sanctions, geopolitical risk, the seizure and freezing of assets, national security reviews, government investigations and the rise of anti-rich sentiment.
The discussion will also address reputational contagion and consider whether wealth ownership itself is becoming a geopolitical risk. Building on themes explored at the 2025 Forum’s panel on tax and politics, speakers will examine how legitimate planning is increasingly coming under scrutiny from tax authorities and regulators. The session will assess the risks facing wealth owners in 2026 and beyond, together with strategies for protecting clients and their assets.
15:30 – 16:15 | Panel 7: The Business of Philanthropy – Philanthropic LLC’s, Venture Philanthropy and Questionable Capital
This panel will explore the application of private equity and venture capital principles to philanthropy, including outcome measurement, the scaling of successful programmes and the acceptance of higher levels of risk in pursuit of greater social impact. The discussion will also address the challenges surrounding cross border philanthropy and charitable giving. In addition, it will examine philanthropy when it is used for questionable purposes and consider how advisers can identify and address motivations and objectives that may not serve the public good particularly with the rise of Philanthropic LLC’s, politics and activism in the space.
16:15 – 17:00 | Keynote Speaker
17:00 – 20:00 | Networking drinks reception
Citywealth will finish the day with a champagne reception. Attendees of the Citywealth Magic Circle Awards 2027, which is the next day, will be invited to join the Forum networking reception.
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