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Panel Discussion – Pre-Immigration Planning to Preserve and Diversify Wealth – The “Investment” Side of “Investment Migration”

Panel Discussion – Pre-Immigration Planning to Preserve and Diversify Wealth – The “Investment” Side of “Investment Migration”

Panel Discussion – Pre-Immigration Planning to Preserve and Diversify Wealth – The “Investment” Side of “Investment Migration”

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Session 15,
03:55 PM - 04:45 PM

Panel Objective
Tax residency is increasingly becoming the wealthy’s top concern for pre-immigration planning consideration.
Transitioning from one’s domicile can lead to potential repercussions beyond taxation, affecting applicable
arrangements and the legal framework of inheritance and estate planning. This leads to the discussion on where
to make MENA clients and their families tax residents and the importance of assessing the tax implications in
each jurisdiction before deciding on relocation.
Panelists:
Michael Maxwell, CEO & Founder, Portugal Panorama
Slava Apel, Chief Executive Officer and Founder, Startup Visa Services
Gonçalo Mendes Leal, Founding Partner, NSMLawyers
João Baptista, Chief Executive Officer and Co-Founder, Spark Group
Steven Pepa, Principal, Saratoga Capital Partners
Mina Sedhom, Director – Wealth Management, Asas Capital

Event Details

  • Date: April 23
  • Time: 3:55 pm - 4:45 pm
  • Event Category: