Closed-Door Briefings for UK Family Office Principals

A focused 90-minute briefing over a private breakfast, held in a room separate from the public spaces of the hotel or club. Data-led content — macro positioning, regulatory intelligence, asset class outlook. Attendees arrive with their attention undivided. The tightest format we offer and consistently the one that produces the sharpest questions.

Two hours at one of London's most distinguished private dining rooms. The presentation takes the first forty minutes. The table takes the rest. The format that generates the deepest conversations — because the room has time to breathe and the conversation has space to deepen. The relationships formed over a serious private lunch are the ones that endure.

An early evening reception in a private London setting. Lighter in format, broader in reach. A brief presentation followed by open conversation. Best suited to relationship-building, introducing a new strategy or serving as a first engagement with the UK Family Office Events Ltd principal community.

A full private dinner at an address of genuine distinction. Wines selected and hosted. A table of no more than fourteen. The evening moves naturally from presentation to conversation to the kind of candid dialogue that only emerges over time. The most consequential format in the briefing programme — reserved for sponsors who understand that the relationship is the return.

Tax-Aware Investing Briefing

The most urgent briefing topic in UK family office wealth management in 2026 and 2027. APR and BPR are capped at £2.5 million per individual from April 2026. AIM shares carry a permanent effective IHT rate of 20% on death. The new carried interest regime taxes all carried interest as trading income from 6 April 2026. The Temporary Repatriation Facility window closes after 2027–28 — a deadline that cannot be missed. Residence-based IHT is now law. A closed lunch briefing led by senior private client tax advisers with direct family office mandates — structured to give every principal in the room a clear, current picture of where they stand and which decisions cannot responsibly be deferred.

Asset Allocation Roundtable

No presentations. No slides. No agenda imposed from the front of the room. A structured peer conversation between verified principals — one facilitator, one allocation theme, one conversation worth having. Topics rotate across private market allocation, liquid alternatives, real assets, co-investment strategy and portfolio construction. The question that shapes every session: where is long-duration patient capital actually being deployed in 2027 — and why.

Family Office Governance Forum

The questions family office principals ask each other but rarely ask in public — because the answers reveal too much about the office's own vulnerabilities. Succession of the office itself, not just the family wealth. Multi-generational governance frameworks that survive leadership transitions. FCA regulatory perimeter and the activities that trigger authorisation without anyone realising. Key person risk when the key person is the principal. A closed, expert-led forum with structured peer discussion. The conversation principals have been meaning to have — in a room where it is safe to have it.

Private Markets & Co-Investment Briefing

The allocation questions every family office CIO is navigating — and the deal flow, due diligence and fee structure realities that are rarely discussed in a public forum. One specialist. One allocation theme. A verified buy-side room with the capital and authority to act on what they hear. No competing voices. No panel dilution. No generalist commentary.

Cybersecurity & AI Briefing

43% of family offices globally experienced a cyberattack in the past 12 to 24 months. For offices managing over $1 billion in assets, that figure rises to 62%. 93% of attacked offices reported phishing as the primary vector. A third suffered operational damage or financial loss as a direct consequence. 31% have no cyber incident response plan. Source: Deloitte Family Office Cybersecurity Report 2024. The threat is targeted, personalised and increasingly AI-enabled. Deepfake voice calls impersonating principals. Phishing that passes human and filter detection. Wire transfer fraud through compromised adviser email chains. A closed technical briefing that goes beyond published statistics — into the specific vulnerabilities, attack vectors and defensive architectures that matter for family offices specifically — followed by a candid peer exchange about what principals in the room have actually experienced.