Location: EPIC SANA Marquês Hotel, 
Wealth & Migration Summit is a private gathering in Lisbon exploring how residency, cross-border investment, and long-term wealth strategy intersect, bringing together investors, family offices, advisors, fund managers, and government officials. The event features a curated list of international speakers, including Dr. Nina Patrick, Investment Migration Council founder Bruno L’Ecuyer, and Futura Foundation co-founder Ruth Shaber, alongside leadership from Global Citizen Solutions, making it a rare opportunity to engage directly with some of the most influential voices in global wealth and mobility.
Join us for a focused conversation on cross-border wealth planning.
| Time | Main Stage |
|---|---|
| 8:30 | Coffee, Registration & Networking |
| 9:00 | Opening Remarks |
| 9:15 | The Future of Investment Migration |
| 10:00 | Where Wealth Is Moving: Global Outflows, Inflows & New Hubs |
| 10:55 | Coffee & Networking |
| 11:10 | What’s in It for Governments? Attracting Foreign Investment and Wealth Creators |
| 11:55 | Portugal’s Investment Fund Landscape: Opportunities Across Sectors |
| 12:40 | Networking Lunch |
| 13:55 | Europe Mobility 2027: Residency, Investment & the Path to Citizenship |
| 14:35 | The Future of Caribbean Citizenship Programs |
| 15:15 | Coffee & Networking |
| 15:30 | Asset Location vs. Asset Allocation: The New Wealth Discipline |
| 16:10 | The Global Citizen’s Checklist: Banking, Healthcare and Everyday Logistics Abroad |
| Time | Breakout Room |
|---|---|
| 10:00 | Portugal: From NHR to IFICI & Residence Planning |
| 11:00 | Beyond Sanctions: Residency and Compliance Solutions for Restricted Nationals |
| 14:00 | Italy Immigration Workshop |
| 15:00 | Greece Immigration Workshop |
| Time | Main Stage |
|---|---|
| 8:30 | Coffee, Registration & Networking |
| 9:15 | Day 2 Welcome |
| 9:30 | The Global Wealth Playbook: Banking, Tax & Jurisdiction |
| 10:15 | Family Wealth & Succession: … |
| 10:55 | Coffee & Networking |
| 11:10 | Are You Really Ready for a 100-Year Life? |
| Longevity is the new Luxury | |
| 11:50 | Building a Global Plan B, C and D: Residence, Assets & Contingency |
| 12:35 | Networking Lunch |
| What Europe’s New AML Authority Means for Internationally Mobile Wealth | |
| 14:30 | Beyond GV and Footprint Establishment: Integration and Contribution |
| 15:10 | Coffee & Networking |
| 16:00 | Raising Global Children: Education, Identity & Mobility |
| 15:25 | Beyond Equities and Property: Gold, Art, Watches & Other Passion Assets |
| Time | Breakout Room |
|---|---|
| 11:00 | Spain Immigration Workshop |
| 14:00 | Caribbean Citizenship Workshop |
| 15:00 | Panama Residence & Investment Options |
| 16:00 | Malta Residence & Citizenship Workshop |
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