Opening and host address
08:30 – 09:30
Registration and coffee, followed by summit opening led by the Malta host and PCS Coordinator.
Opening speakers:
- Dr Jean-Philippe Chetcuti, Managing Partner, Malta
- Tiago Cid, Partner, Portugal
This session sets the strategic context, positioning Malta as a jurisdiction for coordinated international structuring.
Panel – From founder to liquidity
09:30 – 10:45
Engineering a cross-border exit without value erosion
Jurisdictions: Malta, Portugal, Spain, Ireland, Switzerland
Panelists:
- Magdalena Velkovska (Director, Malta)
- Marta Duarte Silva (Partner, Portugal)
- Jesús Alemany Blázquez (Partner, Spain)
- Mark Gorman (Managing Director, Ireland)
- Olivier Schmidt (Partner, Switzerland)
Focus:
Coordinating tax residence, holding structures, and transaction timing to preserve value at exit and avoid cross-border misalignment.
Panel – Mobility of capital, mobility of people
11:00 – 11:45
Structuring global lives in a changing world
Panelists:
- Paolo Lucarini (Partner, Italy)
- Marina Magri (Director, Malta)
- Isobel Neilson (Director, Fragomen)
- Jean-Philippe Chetcuti (Managing Partner, Malta)
- Tiago Cid (Partner, Portugal)
Focus:
Aligning residence, tax, and asset structures to preserve flexibility and manage regulatory risk in a fragmented global environment.
Keynote 1 – Deploying capital across borders
11:45 – 12:15
Investment strategy in a fragmented world
Focus on governance, control, and intergenerational alignment as families transition from wealth creation to preservation.
Lunch
12:15 – 13:20
Keynote 2 – Cross-border investment strategy
13:20 – 13:50
Examining how private banks and advisors guide globally mobile clients through jurisdictional risk, regulatory change, and market dynamics.
Panel – Succession without borders
13:50 – 14:50
Structuring legacy across jurisdictions
Jurisdictions: Germany, France, Brazil, United Kingdom, Poland
Panelists:
- Marco Ottenwälder (Partner, Germany)
- Benoit Dambre (Managing Partner, France)
- Daniel Bettega (Partner, Brazil)
- Andrew Parkes (Director, UK)
- Marek Gadacz (Director, Poland)
Focus:
Designing governance and estate frameworks capable of withstanding mobility, regulatory divergence, and generational transition.
Panel – Public sentiment and immigration policy
15:00 – 16:10
HNWIs, tech entrepreneurs and retirees: tax, mobility and US expatriation trends
Jurisdictions: Malta, United States, Portugal, Italy, Cyprus, Spain
Panelists:
- 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)
Focus:
Understanding how political sentiment, fiscal pressures, and regulatory tightening are reshaping mobility strategies.
Closing and networking
16:10 – 17:00
Questions, closing remarks, networking, and professional engagement.
