Event
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Family office: Technical briefing and networking forum

This event offers a unique opportunity to connect with expert professionals and advisers who are navigating many of the same challenges.

26 Mar 45 Gresham Street, London, EC2V 7BG Speakers
Event finished

S&W has a 145-year history of supporting family wealth with tax, audit, consulting, and compliance services and more. In that time, we have become a trusted adviser to leading families managing significant assets across the globe.

Time & Location

26 March 2026 4 - 8pm
45 Gresham Street, London, EC2V 7BG Get directions

Agenda

We will host a short panel discussion, followed by networking drinks and canapés. Topics will include:

Tax update

  • Inheritance tax reform: Exposure, obligations and strategic planning
  • UK RND regime: The landscape one year after abolition of the remittance basis
  • Foreign income and gains (FIG) regime: Benefits for “new arrivals”
  • Ceasing UK residence: Key dos, don’ts and practical takeaways

Family office structures

  • Virtual or fractional family office, versus a stand alone model

Investment approaches

  • Investment allocation, seed partnerships and strategic deployment

This inaugural event marks the beginning of the broader funds ecosystem event series taking place throughout 2026. The series will bring together key players across the investment funds landscape to share insights, solve challenges and accelerate growth. funds landscape to share insights, solve challenges and accelerate growth.

The wider funds ecosystem event series is proudly sponsored by S&W, One Group and Aston.

Reserve a space
  • Ketih Woods

    Keith Wood

    Partner
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  • VAR Vikash Gupta

    Vikash Gupta

    Vikash Gupta is a serial entrepreneur and Co-Founder & CEO of VAR Capital, a London-based multi-family office specializing in asset management, investment banking, and inter-generational wealth planning for UHNW families. With over 25 years of financial services experience, Vikash has held key roles at Barclays and Booz & Company. At Barclays, he led the Key Clients and Family Offices team and was a member of the Investment Committee. Previously, he advised leading financial institutions on corporate and M&A strategies at Booz & Company.
  • Paul Reynolds Photo

    Paul Reynolds

    Until recently Paul Reynolds was Chief Executive of a London-based single-family office serving the first, second and third generations of a UK family. He now acts as an independent adviser to families, boards and trustees on investment oversight, asset allocation and governance. He works with families navigating periods of transition and generational change, helping them think clearly about risk, capital and longterm objectives. Paul has nearly 40 years’ experience in banking and investment management advising families and ultra-high-net-worth individuals. During this time he has worked for two single-family offices, a multi-family office and a private bank.
  • Employee Bio Chris Ivey

    Chris Ivey

    Partner, Cambridge Associates
    Chris Ivey is Head of the European Private Client Practice and a Partner at Cambridge Associates. Based out of the London office, Chris began his investment career at Cambridge Associates in 2005. He focuses on Private Investments but has worked across asset classes for sophisticated institutional investors and private clients. The majority of his clients are based in Europe and have assets that range in size from $200 million to multiple billions. He regularly speaks at industry leading conferences and serves as an Investment Committee member for IESE Business School.
  • Joe Johnson

    Joe Johnson

    Partner
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Seminar Personal tax Business tax