Wealth Without Borders: Practical Strategies for Supporting US Wealth and Philanthropy in the UK

There is lots of discussion about international mobility of wealth and philanthropy. There will be organisations who will benefit from some of these short- and medium-term fluctuations. As you are discussing the uprooting of families, support structures and businesses, these are not decisions that will be taken lightly. As such, we will not be focussing on the macro global migration trends – every newspaper is stuffed full of them. Instead, we will drill into the needs and the practicalities of assisting US clients. What are recurrent needs, what structures they might need, and there any obvious and avoidable stumbling blocks.”

Join our event where a panel of experts can help unpick how things really work. This insightful event will explore how these global trends are redefining philanthropy and impact investing, and why the UK is playing a pivotal role. Discover how this dynamic environment is influencing advisors, impact investors, and philanthropists—while helping shape the future of social impact worldwide.

The panel will explore:

1. Tax, regulatory, and compliance considerations in cross-border giving, especially for US persons and dual nationals in the UK.
2. Innovative tools and platforms for global social impact, wealth structuring, and donor engagement.
3. What means that the UK has the underpinnings to be a global philanthropy hub?
4. Frameworks for cross-border collaboration, knowledge exchange, and navigating the US-UK legal and tax interface.

Why Attend?

• Gain strategic insight into how global political and economic shifts are influencing the future of giving and impact finance.
• Understand the tax and regulatory complexities faced by international donors and investors relocating to or engaging from the UK.
• Explore new tools, structures, and trends that are reshaping global social impact strategies and wealth stewardship.
• Engage with sector leaders, advisors, and policy experts shaping the conversation at the intersection of philanthropy, finance, and global issues.
• Discover how the UK can position itself as a resilient, trusted hub for international social investment and a destination for global wealth.
• Build relationships with peers navigating similar questions around cross-border giving, governance, residency-linked obligations, and international collaboration.

Thank you to C Hoare & Co for kindly hosting this event, and to our partners Withersworldwide LLP and Buzzacott.

Location: C. Hoare & Co., 37 Fleet Street EC4Y 1BT.

Events Details:

Wednesday 11 June 2025 05:00 PM

General

Chair:

Rennie Hoare, Partner & Head of Philanthropy, C. Hoare & Co

Speakers:

Janette Saxer, Portfolio Director, Schroder US Wealth Management Team

Scott Barber, Partner, Buzzacott

Adiva Kalms, Deputy CEO, Prism The Gift Fund

Jaime McLemore, Partner, Withers LLP