The Summit, hosted by Global Citizen Solutions, takes place at the EPIC SANA Marquês Hotel in Lisbon, Portugal

For many of Portugal’s international residents, moving to the country was just the first step in their future plans. Now, questions may arise about how to build wealth, what the future holds for their children, and whether it makes sense to explore options elsewhere.

And for those considering beginning their journey to Portugal or deciding which country offers the best options for their specific goals, it can be difficult to gain a holistic overview of the available opportunities.


One room, the whole picture

Whether residents in Portugal or deciding on the move, there are several factors that are usually approached one at a time: tax, banking, wealth planning, residency, citizenship, and lifestyle elements.

The main aim of the Wealth & Migration Summit is to bring leading industry experts into one room, to talk about the main priorities of international families and how they can best plan for the future.

Hosted by renowned international journalist and broadcaster Hadley Gamble, the Summit brings together private bankers, tax and legal advisers, and government representatives to discuss the topics that matter most for international families. At the end of the event, attendees should leave with a clear plan of action on the next steps that they need to take.

Credits: Supplied Image; Author: Wealth & Migration Summit ;

For those already in Portugal

International residents already in Portugal may be asking themselves about the future for them and their family in the long term and want to know more about effective wealth planning across borders. A session on the second day, “Building a Global Plan B, C and D”, takes a look at how families can confidently expand their options without needing to move countries.

Other highly relevant sessions include a workshop on tips and taxes for Americans abroad aims to help American expats optimise their tax affairs. Talks focused on “Growing Up Global” will explore the challenges and opportunities for children, while there are also talks on wealth management and how longevity is becoming the new luxury.


For those weighing a move to Portugal

Portugal has long been a favourite European destination for internationals seeking a stable country with warm weather and a safe environment. There are now more than 50 excellent international schools across Portugal, which also ranks in 7th position on the 2026 Global Peace Index, providing peace of mind for those seeking a safe place to raise their children.

The workshops at the Summit are focused on providing practical and relevant information for those considering a move to the country or who may be weighing up different programmes to determine which is the best fit for their personal situation.

One workshop takes a look at combining residency and tax benefits through the new IFICI tax regime that succeeded the popular Non-Habitual Resident scheme. Another covers the Portuguese property market, while “The Global Citizen’s Checklist” combines banking, healthcare, and the everyday logistics of settling in to provide practical guidance and a clear plan of action for those considering beginning a life abroad.

Because the programme covers several countries, it also allows a fair comparison. Sessions on residency in Spain, Italy, Greece and Malta, alongside workshops on Panama and the Caribbean, help newcomers see how Portugal compares, and why so many still choose it.

Specialists on global mobility

John McNertney, CEO of Green Ocean Global Advisors, is an American certified financial planner based between San Francisco and Lisbon, specialising in cross-border planning for Americans. From preparing finances before a move to managing tax and investments once settled, his insight is directly practical.

Bernardo Meyrelles, Country Head for Portugal at EFG, brings the banking side of the picture. For newcomers and residents alike, how and where wealth is held matters as much as where they live.

Dr Laura Madrid, Global Intelligence [NS1] Unit Research Lead at Global Citizen Solutions, leads research comparing countries as places to live, invest, and hold citizenship. Her work helps newcomers see how Portugal measures up against other programmes and allows individuals to judge which options may be best suited to them.

Whatever stage you are at

For residents, these conversations are about building on a decision that has worked well. For newcomers, it’s about moving forwards in the best way possible, making fully informed choices.

The Summit is limited to 200 attendees, allowing time to put questions directly to speakers and specialists. All sessions are in English, and workshops run alongside the main stage without the need to reserve a place. Attendees do not need to work in the industry or be planning a move to take part.

The full programme is available at wealthandmigrationsummit.com.

Attend the Wealth & Migration Summit. 5 and 6 November, EPIC SANA Marquês Hotel, Lisbon. Registration closes on 4 November.

Reserve your place with 30% off with PROMOCODE: WMSSJ30.[NS2]


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