Six programme themes — each a closed bilateral discussion between UK and Americas principals rather than a presentation to an audience. The agenda is confirmed with registered principals ahead of the forum and evolves to reflect the specific interests and portfolio positions of the room.
SESSION ONE · BILATERAL PRIVATE MARKETS
UK and European Private Markets — What Americas Principals See That UK Principals Miss, and Vice Versa
A genuinely bilateral discussion on UK and European private markets — not a UK manager pitching to Americas LPs, and not an Americas perspective delivered to a UK audience. Two groups of principals who are actively deploying capital across the same asset classes from different home bases, comparing what each sees in the other's market that the other cannot see from home. UK principals bring depth of manager relationships, regulatory familiarity and access to deal flow that Americas principals are still building. Americas principals bring a cross-border perspective, geopolitical diversification instincts and a direct experience of managing capital across multiple jurisdictions simultaneously that UK principals are increasingly seeking to develop. The combination produces a quality of market intelligence that neither group can access alone.
SESSION TWO · CROSS-BORDER STRUCTURING
Structuring Cross-Atlantic Capital — UK, US, Latin American and Caribbean Frameworks in 2027
The legal, tax and structural frameworks that govern capital moving between the UK and the Americas are among the most complex in global private wealth — involving the US-UK tax treaty, FATCA, CRS, the UK Foreign Income and Gains regime, US estate tax considerations for non-US persons holding US assets, and the specific structuring considerations that apply to families with principals in multiple jurisdictions. This session brings together a specialist cross-border private client lawyer to address the practical structuring questions that UK-Americas family offices face in 2027 — not in theory but in the context of the specific decisions that principals in the room are currently navigating.
SESSION THREE · LATIN AMERICA & CARIBBEAN INVESTMENT
Latin American and Caribbean Private Markets — A UK and Americas Perspective
For UK family offices seeking global diversification beyond European borders, Latin America and the Caribbean represent a genuinely compelling private markets opportunity — infrastructure, energy transition, food security, nearshoring logistics and digital finance — that is structurally underweighted in most UK portfolios. For Americas family offices already invested in the region, the question is how to access UK and European co-investment partnerships that bring additional capital, sector expertise and governance depth to regional transactions. This session brings both perspectives together — using verified deal data from the Inter-American Development Bank, Alea Global Group and primary regional research — to examine where the institutional-quality Latin American and Caribbean investment opportunity sits in 2027 and how bilateral UK-Americas capital can access it.
SESSION FOUR · GEOPOLITICAL RISK
Managing Geopolitical Exposure Across the Atlantic — Portfolio Resilience in an Era of Structural Uncertainty
Geopolitical conflict and trade policy are the top two risks cited by both UK and Latin American family offices in 2026 research — UBS for Latin America, J.P. Morgan globally. For UK principals the dominant concerns are the US tariff regime, the European political landscape and the post-Brexit UK positioning. For Americas principals the concerns include political transition risk across Latin American markets, US-China trade dynamics and the impact of US domestic policy on cross-border capital flows. This bilateral session examines how principals from both sides of the Atlantic are stress-testing their portfolios against specific geopolitical scenarios, repositioning cross-border assets and building structural resilience into governance frameworks that need to survive political transitions across multiple jurisdictions simultaneously.
SESSION FIVE · SUCCESSION ACROSS HEMISPHERES
Succession and Governance When the Family Is Spread Across the UK and the Americas
A multigenerational family with principals in London, New York, São Paulo and the Cayman Islands faces governance and succession challenges that no single-jurisdiction framework adequately addresses. Family charters that work across legal systems. Trust structures that survive beneficiary relocation between the UK and the US. Next-generation principals educated across continents but with capital roots in Latin America. Investment policy statements that accommodate materially different risk tolerances across generations and geographies. This session addresses the specific succession and governance considerations that arise at the intersection of UK and Americas family capital — drawing on real experience from both UK and Americas principals who have navigated these exact structural challenges.
SESSION SIX · BILATERAL DEALFLOW ROUNDTABLE
What UK and Americas Principals Are Actually Investing In Together — A Closed Bilateral Exchange
A closing roundtable for verified UK and Americas principals only — without advisers, without sponsors and under strict Chatham House Rule. The agenda is set by the principals present: which cross-border opportunities they are currently evaluating, which co-investment structures they have found workable, which UK-Americas bilateral deals have been completed and what they have learned from them, and what they wish they had known before their first cross-border investment between the UK and the Americas. The most direct bilateral peer exchange available to a UK or Americas family office principal who is building a cross-Atlantic investment programme.