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Published:
9.4.2026
Last Updated:
09.04.2026
09.04.2026

Global Wealth & Mobility Summit, Malta 2026

4 min read
By
Nathalie Galea
(
Marketing Manager
)
Anja Aquilina
(
Brand and Corporate Communications Manager
)
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EVENT DETAILS
Date:
16.4.2026
Location:
The Westin Dragonara Hotel, St Julians, Malta
Summary

Cross-border mobility, tax and succession strategies for founders and international families navigating regulatory fragmentation

Hosted in Malta by Chetcuti Cauchi Advocates as part of the Andersen Global network, the summit convenes international practitioners to address real-world cross-border structuring challenges across tax, legal, and mobility disciplines.

cONTINUE rEADING
what's inside

Cross-border mobility, tax and succession strategies for founders and international families navigating regulatory fragmentation

Hosted in Malta by Chetcuti Cauchi Advocates as part of the Andersen Global network, the summit convenes international practitioners to address real-world cross-border structuring challenges across tax, legal, and mobility disciplines.

Event Theme: Global Wealth & Mobility in Uncertain Times

The Global Wealth & Mobility Summit Malta 2026 brings together leading legal, tax, and private client practitioners to address the evolving realities of cross-border wealth structuring. As mobility, regulation, and geopolitical pressures reshape decision-making, the summit focuses on practical strategies for founders, families, and advisors navigating liquidity events, succession, and international relocation.

About the Summit

The Global Wealth & Mobility Summit Malta 2026 is a practitioner-led forum focused on the realities of international wealth structuring. It brings together advisors and decision-makers to examine how global mobility, tax, and governance considerations intersect in practice, particularly at key moments such as liquidity events and succession.

Programme, Speakers and Panellists

The summit features senior tax, global mobility, immigration and private client practitioners from across the Andersen Global network, alongside leading private banking and fiduciary professionals, delivering coordinated insight across key jurisdictions.

Time Title & focus Speakers / panelists
9:40 – 10:30 Opening and host address.
Registration and coffee followed by summit opening. Sets the strategic context from Malta as a jurisdiction for coordinated international structuring
Dr Jean-Philippe Chetcuti (Managing Partner, Malta);
Tiago Cid (Partner, Portugal)
10:30 – 11:45 Panel – From founder to liquidity: engineering a cross-border exit without value erosion.
Focus on coordinating tax residence, holding structures and transaction timing to preserve value and avoid misalignment
Magdalena Velkovska (Director, Malta);
Marta Duarte Silva (Partner, Portugal);
Jesús Alemany Blázquez (Partner, Spain);
Mark Gorman (Managing Director, Ireland);
Olivier Schmidt (Partner, Switzerland)
12:00 – 12:45 Panel – Mobility of capital, mobility of people: structuring global lives in a changing world.
Focus on aligning residence, tax and asset structures to preserve flexibility and manage regulatory risk
Paolo Lucarini (Partner, Italy);
Marina Magri (Director, Malta);
Isobel Neilson (Director, Fragomen);
Andrea Perugini (Of Counsel, Italy)
12:45 – 13:15 Keynote – Structuring wealth across borders: control, protection and long-term stewardship.
Focus on governance, intergenerational alignment and fiduciary structures in international wealth management
Ben Cooke (Chairman, Dominion)
13:15 – 14:15 Lunch
14:15 – 15:15 Panel – Succession without borders: structuring legacy across jurisdictions.
Focus on governance and estate frameworks capable of withstanding mobility, regulatory divergence and generational transition
Marco Ottenwälder (Partner, Germany);
Benoit Dambre (Managing Partner, France);
Daniel Bettega (Partner, Brazil);
Andrew Parkes (Director, UK);
Marek Gadacz (Director, Poland)
15:30 – 16:30 Panel – Public sentiment and immigration policy: HNWIs, tech entrepreneurs and retirees – tax, mobility and US expatriation trends.
Focus on how political sentiment and regulatory tightening are reshaping mobility strategies
Antoine Saliba Haig (Director, Malta);
David Roberts (Managing Partner, USA);
Tiago Cid (Partner, Portugal);
Guido Sesani (Managing Partner, Italy);
Nakis Kyprianou (Managing Partner, Cyprus);
Ramon Portela (Partner, Spain)
16:30 – 17:00 Closing and networking.
Questions, closing remarks and professional engagement

➡️ Register your interest here

Who Should Attend

  • High-net-worth and ultra-HNW individuals
  • Founders and entrepreneurs approaching liquidity events
  • Family offices
  • Private Bankers and wealth advisors
  • Corporate Executives in Gaming, Aviation, Technology, Digital Games, Financial Services, Crypto, Blockchain, MedTech, Film.

This is a limited-capacity, invitation-only event. If you are interested in attending, please request an invitation by completing the form below.

➡️ Register your interest here

Why Attend

  • Gain coordinated cross-border insight across tax, legal and mobility disciplines
  • Understand how regulatory fragmentation impacts wealth structuring decisions
  • Learn how to structure liquidity events without value erosion
  • Explore forward-looking strategies for succession and international relocation
  • Engage directly with leading practitioners from multiple jurisdictions

Why Malta?

Malta continues to position itself as a leading European jurisdiction for private clients, combining EU access, legal certainty, and a mature professional services ecosystem. The summit reflects Malta’s role as a strategic hub for global living and international wealth structuring.

For internationally active businesses, Malta offers a competitive framework for establishing holding company, subsidiaries, and operational hubs, supported by tailored tax regimes and residence solutions for highly skilled company executives and key personnel.

For private clients and families, Malta provides a stable and well-established residence and tax environment, including its foundational res non-dom tax system and residence programmes designed for internationally mobile individuals. Retirees enjoy legal certainty and tax efficiency through a dedicated legal and tax framework for retirees.

At the ultra-high net worth level, Malta has developed a dedicated ecosystem for family offices, including single family office structures and specialised support for family office principals and executives. This is complemented by a framework for citizenship by merit recognising exceptional contribution and long-term alignment with Malta.

Together, these elements position Malta as a jurisdiction capable of supporting the full lifecycle of international wealth – from creation and growth to preservation and intergenerational transition.

GWM Summit Curators

Dr Jean-Philippe Chetcuti, Managing Partner, Chetcuti Cauchi Advocates

A private client lawyer with over 25 years’ experience advising globally mobile families on citizenship, tax residence, and wealth structuring. He has contributed to policy development and international thought leadership in residence and citizenship frameworks.

Magdalena Velkovska, Director, Private Client Tax

Head of Private Client Tax advisory, specialising in personal tax planning, relocation strategies, and special tax status programmes, with integrated expertise across immigration and tax advisory.

Registration & Attendance

This is a private, invitation-only event with limited capacity.

Attendance is primarily in person, with the option to join remotely.

To request an invitation, please complete the form here. Attendance is subject to confirmation.

Copyright © 2026 Chetcuti Cauchi. This document is for informational purposes only and does not constitute legal advice. Professional legal advice should be obtained before taking any action based on the contents of this document. Chetcuti Cauchi disclaims any liability for actions taken based on the information provided. Reproduction of reasonable portions of the content is permitted for non-commercial purposes, provided proper attribution is given and the content is not altered or presented in a false light.

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