Citywealth Forum USA – March 10th 2027 proposed date
Call for speakers, patrons, and financial partners. Shape our content for the Citywealth Forum USA 2027
Citywealth is delighted to have completed its 2026 Forum New York and London events and is now looking forward to 2027 with our first Forum Citywealth Forum USA first on the agenda with a proposed date of Wednesday 10th March 2027. Currently we have a lunch, half day in New York and networking drinks but we are open to expansion of the day.
You can see our previous 2026 agenda herewith.
This is our pencilled agenda for 2027 we would love to have your thoughts and input. Please submit to tell us about your work here
The Wealth Playbook: Golf vs. American Football – Ownership Models, Revenues, Celebrity Capital & Investor Strategies
Panel Overview
In private wealth management, sports assets have evolved from pure trophy holdings into structured, financeable components of diversified portfolios. This panel contrasts two of the most capital-intensive sports ecosystems: the ultra-stable, high-cash-flow NFL (with average team values now at ~$7.1 billion and the Dallas Cowboys at $13 billion) and the more individual-driven, disruption-prone world of professional golf (PGA Tour Enterprises valued at ~$12.9 billion post-Strategic Sports Group investment, alongside the high-stakes LIV Golf experiment that injected over $5 billion in sovereign capital before facing 2026 funding uncertainty). Panellists will examine how UHNW clients and family offices are gaining exposure via minority stakes, balance-sheet financing, and institutional capital — while weighing revenue metrics, star power, risk profiles, and long-term appreciation potential.
Philanthropy That Lasts: Trusts, Foundations & DAF Strategies
Panel Overview
Philanthropy has become one of the most important elements of ultra-high-net-worth planning, with U.S. donor-advised funds (DAFs) now holding over $326 billion in assets. Families are increasingly turning to trusts, private foundations, and DAFs to achieve tax-efficient giving while creating meaningful, multi-generational impact. This panel examines how trustees and advisors help clients build philanthropic structures that endure. Speakers will compare DAFs (for simplicity and immediate tax benefits) with private foundations (for greater control and family involvement), explore how to preserve donor intent across generations, manage next-gen engagement, and align investments with charitable goals. A timely real-world example is the ongoing Peterson v. WaterStone lawsuit (filed January 2026), in which the successor advisor to a $21 million DAF claims the sponsoring organization restricted access, blocked grant recommendations, and failed to communicate.
Boston Legacy Capital: Sports Ownership, Endowments in the Crosshairs, Foundations & Art as Wealth Strategies
Panel Overview
Boston stands as one of America’s most established private wealth hubs, where sophisticated family offices blend sports investments, world-class endowments, strategic philanthropy, and cultural assets like art into multi-generational strategies. This panel explores how ultra-high-net-worth clients and advisors are adapting to today’s realities: the landmark Boston Celtics sale (51% acquired in 2025 at a $6.1 billion valuation, with full control by 2028 potentially pushing the blended value toward $7.3 billion), ongoing pressures on Harvard’s $53–57 billion endowment (including federal funding freezes exceeding $2 billion, threats to tax-exempt status, and higher endowment taxes), evolving foundation and donor-advised fund approaches, and the role of art as both a passion investment and portfolio diversifier.
Miami vs Paris: Art Basel Showdowns & Private Wealth Strategies for Latin American Collectors
Miami and Paris have emerged as two key poles in the global art calendar. Art Basel Miami Beach draws over 80,000 visitors each December and serves as the premier gathering point for collectors across the Americas, with particularly strong participation from Latin America (Brazilian, Mexican, and other regional buyers frequently cited in gallery reports). Art Basel Paris, held in October at the Grand Palais, attracted over 73,000 visitors in 2025 and has gained momentum through strong institutional support and selective, high-quality sales. This panel compares the two epicentres: Miami’s vibrant, discovery-driven atmosphere and Latin American collector base versus Paris’s cultural depth and appeal for European (especially French and 20th-century) works. Speakers will examine what sophisticated UHNW clients, particularly from Latin America, are buying in each market, why the fairs matter differently, and the practical private wealth implications. Topics include acquisition strategies, cross-border structuring, valuation and insurance challenges, estate and legacy planning, and how art fits into broader family office and philanthropic decisions.
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Pictures of our Citywealth London Forum 2026 held at the Nobu Hotel London
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Citywealth Forum USA 2026 speaker spotlight: Emily Dreas, Managing Director and Senior Market Executive, Bank of America Private Bank
The Billion-Dollar Game: Women’s Sport, Celebrity Capital & the Future of Investment
Citywealth Forum USA 2026 speaker spotlight: Francesca Boschini, Director and Head of International Wealth Planning and Head of Insurance Solutions for the Americas, Deutsche Bank Wealth Management
Beyond the Frame: Managing and Transitioning Major Art Collections