Closed Events for UK Single Family Office Principals

Tax-Aware Investing Briefing

The most consequential briefing topic in UK family office wealth management in 2026. APR and BPR capped at £2.5 million per individual. AIM shares carrying a 20% effective IHT rate on death. Carried interest taxed as trading income. The Temporary Repatriation Facility window closing after 2027–28. A closed lunch briefing led by senior private client tax advisers — structured to give every principal a clear picture of where they stand and what cannot wait.

Cybersecurity & AI Briefing

Beyond the headline statistics that appear in every industry report — the specific vulnerabilities, attack vectors and defensive architectures that are relevant to the family office specifically. Deepfakes used to authorise wire transfers. Phishing that defeats human and filter detection. Credential compromise through third-party advisers. What each principal in the room has actually experienced and what they actually did about it. Closed. No recording. No notes leaving the room.

Asset Allocation Roundtable

No presentations. No slides. Twelve verified principals, one experienced facilitator and one allocation theme. The conversation goes where the principals take it. Topics rotate across private market allocation, liquid alternatives, real assets, co-investment strategy and portfolio construction — determined by the interests of the principals registered for each session. The most direct peer exchange available to a family office principal outside of a bilateral conversation.

Private Markets & Co-Investment Briefing

Direct co-investment. Private equity. Private credit. Real assets. Venture capital. Led by a single specialist with a genuine, verifiable track record in one allocation theme — no competing voices, no panel dilution, no generalist commentary. The format is specifically designed to produce the kind of substantive, sceptical dialogue that only happens when there is one expert in a room of principals who all have capital at stake and are not performing for an audience.

UK Family Office Risk & Technology Conference 2027

The only closed principal-level conference in the United Kingdom addressing cybersecurity and digital security, AI and technology, tax-aware investing and law, and governance and operational resilience — all under one roof, under Chatham House Rule, with a room populated exclusively by verified principals, CIOs and the advisers who directly support them.

UK-GCC Family Office Real Estate Investment Roundtable

A closed bilateral private roundtable for verified UK and GCC single family office principals on direct real estate investment — UK commercial property, GCC real estate allocation, Shariah-compliant structuring and cross-border capital flows. Maximum 18 verified principals. One expert sponsor. Chatham House Rule throughout. London 2027. Free to verified principals.

Succession Planning & Next-Generation Governance Forum

Only 35% of single family offices have a succession plan for the office itself — not the family wealth, but the institution that manages it. Only 27% have any organised process to prepare the next generation for future responsibilities. These are findings from the UBS Global Family Office Report 2026, which surveyed 307 single family offices with an average net worth of $2.7 billion. An estimated $83 trillion in assets will change hands globally over the next two decades, according to UBS Global Wealth Report 2025. 70% of first-to-second generation wealth transfers globally fail — not because of investment underperformance but because of governance breakdown and the absence of institutional continuity.

This forum is expert-led with structured peer discussion — covering succession of the office itself, multi-generational governance frameworks, family charters in practice, next-generation development programmes that have demonstrably worked, and the FCA regulatory perimeter question that every growing SFO eventually faces. Closed. Chatham House Rule. No observers.

UK Sports, Media & Entertainment Investment Forum

The only closed forum in the UK where family office principals, private wealth owners and senior sports, media and entertainment executives share one room — for candid dialogue on ownership structures, media rights, the athlete capital channel, women's sport investment and where private capital is moving in UK sports, media and entertainment in 2027.

UK-Americas Family Office Forum London

The only closed bilateral forum bringing UK and Americas single family office principals together in London — peer dialogue on cross-border private markets, bilateral deal flow, structuring, geopolitical risk and global capital allocation. Complimentary to verified principals from the UK, North America, Latin America and the Caribbean.

AI & Private Markets Co-Investment Briefing

65% of single family offices globally plan to prioritise AI investments — yet most current exposure is concentrated in large-cap publicly traded technology companies. Only 43% of family offices have any venture capital or growth equity exposure. Average portfolio allocation to infrastructure — the physical foundation on which AI runs — is 0.7%. The gap between stated intention and actual portfolio construction is the largest recorded in the J.P. Morgan 2026 Global Family Office Report across 333 surveyed single family offices in 30 countries.

This briefing is led by a specialist with a verifiable track record in AI-related private markets — covering where the genuine private market AI opportunity sits in 2027 across venture capital, growth equity, AI infrastructure, data centre development and co-investment alongside specialist GPs. The session addresses the practical barriers to building AI private markets exposure — manager selection, minimum commitment sizes, blind pool risk, co-investment access and the liquidity constraints that distinguish direct exposure from public market allocation. No generalist AI commentary. No slides that replicate existing research back to the room.

Infrastructure & Real Assets Roundtable

Infrastructure has become the defining allocation theme of the current family office cycle. 35% of single family offices surveyed by UBS in 2026 are actively increasing their infrastructure allocation — yet over 70% currently have no infrastructure exposure at all. The gap between intention and execution is wider here than in any other asset class the UBS report measures. The barriers are real: manager selection in a crowded field, minimum commitment sizes that exclude smaller SFOs, co-investment access and the difficulty of distinguishing genuine infrastructure exposure from infrastructure-labelled private equity.

Twelve verified principals. One experienced facilitator. One allocation theme. The discussion moves where the principals take it — across AI data centre development and digital infrastructure, energy transition assets including grid, battery storage and renewables, logistics and industrial real estate, natural capital including forestry and biodiversity credits, and the practical mechanics of building infrastructure exposure without committing to a blind-pool fund structure. No presentations. No slides.

Currency Risk, Geopolitical Exposure & Portfolio Resilience Briefing

Geopolitical conflict has emerged as the top risk across both short and long-term horizons for single family offices globally — for the first time displacing macroeconomic concerns as the primary threat, according to the UBS Global Family Office Report 2026. In response, 60% of family offices plan strategic portfolio changes in the next twelve months — the highest proportion ever recorded in the UBS survey. Family offices are losing confidence in single-currency concentration, with dollar-heavy portfolios under particular scrutiny following the US tariff regime and political polarisation of 2025.

This briefing covers the practical portfolio resilience questions a family office principal needs answered in 2027: how to stress-test a portfolio against specific geopolitical scenarios rather than generic volatility assumptions; where currency diversification adds genuine risk reduction versus where it adds complexity and cost; which asset classes have historically preserved capital through geopolitical disruption and which have not; and what structural hedging options exist for a family office that cannot absorb the liquidity constraints of institutional hedging programmes. Led by a macro specialist with a direct SFO advisory track record.

Direct Investing & Dealflow Forum

Family offices are moving decisively from fund-only allocations toward direct investment and club deals. At a Bloomberg Invest private roundtable in March 2026, principals described capital mixes shifting from roughly two dollars in direct deals for every dollar in funds, to a ratio of five to one. Club deals — where multiple family offices co-invest in a single transaction without a traditional GP/LP structure — accounted for 69% of family office private equity investments in H1 2025, according to PwC's Family Office Deals Study. Dakota Marketplace tracked 51 direct family office deals globally in April 2026 with aggregate disclosed transaction value of $126.65 billion.

This forum brings twelve verified principals together with one dealflow specialist for a closed discussion on building a direct investment capability within an SFO — covering proprietary deal origination, club deal syndication, due diligence infrastructure, legal and structuring costs, and the minimum operational infrastructure needed before committing to direct deployment at scale.

Family Office Governance Forum

The questions that 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 personality transitions. FCA regulatory perimeter and the point at which an SFO's activities require authorisation. Key person risk and what happens operationally if the CIO cannot return. Closed, expert-led forum with structured peer discussion and no observers.

UK-Africa Family Office Forum London

A closed bilateral forum bringing UK and African single family office principals together in London for the first time — peer dialogue on African private markets, UK private markets access, cross-border structuring, African real estate and infrastructure, and bilateral deal flow. Free to verified principals.