May 3-4, 2023
Day 1, May 3, 2023
Investment Migration and Succession Planning
9:30-9:35 Welcoming Remarks
9:35-10:05 Session 1: A Globally Changing Immigration and Mobility Landscape in 2023 and Beyond
10:05-10:25 Session 2: Unique Selling Points and Advantages of Investing in Caribbean
10:25-10:45 Session 3: Offshore Private Banking & Wealth Management, Global Perspective and Local Foundations
10:45-10:55 Session 4: Portuguese Golden Visa – Fast Track to EU Citizenship
10:55-11:25 Networking Coffee Break
11:25-11:45 Session 5: Malta: Investment Migration Opportunities 2023
11:45-12:30 Session 6: Panel Discussion – Staying ahead in Rapidly-Changing Global Immigration Environment
Panel Objective
After the world was stricken by the post-pandemic, climate change, political unrest, and military conflicts in 2022, the unfolding drama is brewing up more clashes that are remapping the globe. The early of 2023 has seen tremendous evolving changes in residency and citizenship by investment programs. This panel discusses the key market trends shaping the current and future dynamics of the investment immigration industry in UAE and the options available that the HNWIs are seeking for new opportunities.
12:30-14:00 Networking Luncheon
14:00-14:15 Session 7: The Oldest Currency in the World Reinvented – Creating New Value Through Sustainable Gold Investment
14:15-14:35 Session 8: An Overview of Samoa and introduction to Samoa Trustee Companies Act
14:35-15:05 Session 9: Asset Protection and Setting up a Swiss Family Office in Time of Global Uncertainty
15:05-15:35 Networking Coffee Break
15:35-16:05 Session 10: Wealth Management–Trends in Product Innovation
16:05-16:55 Session 11: Panel Discussion – Constant Developments in Structuring Wealth and Estates in the Middle East
Panel Objective
Supported by the ongoing post-pandemic recovery, the economic growth in the Middle East remains relatively robust in 2023. The rising number of super-rich shows more urgent needs than ever for managing their growing wealth and effective succession plan. This panel outlines the recent developments and structure evolution that are affecting how Middle Eastern families and their advisors are approaching estate planning, as well as what new challenges emerge.
16:55-17:00 Closing Remarks
May 3-4, 2023
Day 2, May 4, 2023
Corporate Structuring and Foreign Direct Investment
9:30-9:35 Welcoming Remarks
9:35-10:05 Session 1: How Do Judge Whether to Put Your Economic Zone into a Friend Zone?
10:05-10:25 Session 2: UAE, Your Future Proof Jurisdiction
10:25-10:50 Session 3: Corporate Structuring through an International Family Office
10:50-11:20 Networking Coffee Break
11:20-11:40 Session 4: The Formation and Structure of a Bermuda Entity
11:40-12:30 Session 5: Panel Discussion –Coping with Global Greater Tax Complexities
Panel Objective
Cross-border tax planning is a major difficulty for companies that involve international businesses, particularly when the tax laws vary widely among each jurisdiction and are often changing, making compliance more complicated and placing additional emphasis on enterprises in the post-pandemic era. This panel presented insights on tax challenges and pitfalls that businesses need to know, for factoring those into their strategic decision-making.
12:30-14:00 Networking Luncheon
14:00-14:30 Session 6: Structures as Special-Purpose Investment Vehicles in the Seychelles
14:30-14:50 Session 7: FDI and Corporate Structuring in Saudi Arabia & Qatar
14:50-15:10 Session 8: Samoa: Wealth Management Solutions
15:10-15:40 Networking Coffee Break
15:40-16:25 Session 9: Panel Discussion – Proofing the Structures in an Increasingly Regulated World
Panel Objective
During times of uncertainty, a robust corporate structure caters not only to the operational requirements of the business but also to ownership considerations of the business, particularly those of investors. The panel overviews structuring options across multiple jurisdictions where offshore vehicles have been widely exploited as legitimate and important applications for global capital inflows and outflows.
16:25-16:30 Closing Remarks
