Citywealth Forum USA 2027

Moderator: Rebecca Jones, BBC journalist

13:00 – 13:30 – Registration

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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

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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?

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15:00 – 15:30

Coffee Break & Networking

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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

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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

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17:00 – 17:30

Champagne & Networking

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17:30 – 18:30

Citywealth Powerwomen Awards USA 2027

Hosted by Rebecca Jones

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18:30 – 19:30

Networking Drinks Reception

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Overall Theme

Moving wealth → Protecting wealth → Preserving wealth → Investing wealth → Creating legacy

The programme addresses the issues currently shaping private wealth advice in the United States and internationally:

• Mobility of wealthy families across US states and internationally
• Divorce, marriage and changing residency
• Domestic trust jurisdictions including Delaware, South Dakota and Wyoming
• Bermuda’s continuing role in international wealth structuring
• Dynasty trusts, family governance and succession
• Capacity and elder wealth issues
• Life insurance and liquidity planning across generations
• Sports ownership and alternative assets
• Art collecting across America, Europe and Latin America

Family offices as the coordinators of increasingly global wealth

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