Lisbon hosts the Wealth and Migration Summit 2026 on residency, investment and capital mobility

Global Citizen Solutions brings together 25 speakers from private banking, government and advisory firms at the EPIC SANA Marquês Hotel on 5 and 6 November to discuss the Portuguese Golden Visa, the Portuguese real estate market and residency routes in Europe

The Data
Wealth and Migration Summit: 5-6 Nov 2026, Lisbon, 25 speakers, 200-person capacity and a workshop on the Portuguese real estate market

Citizenship and residency planning firm Global Citizen Solutions will hold the Wealth and Migration Summit 2026 in Lisbon on 5 and 6 November 2026, a two-day event focused on international capital mobility, investment migration and wealth planning for international families. The programme includes a session on the contribution of Portuguese Golden Visa investments to the economy and a dedicated workshop on the Portuguese real estate market.

The Wealth and Migration Summit 2026 will take place at the EPIC SANA Marquês Hotel in Lisbon, with attendance limited to 200 and all sessions and workshops held in English. The organisers frame the event around one premise: “Capital is becoming mobile, and the right decisions need the right people in the room”. In other words, capital has become mobile, and choosing a new residency or a second citizenship means weighing eligibility, timelines, tax and investment.

The organiser, Global Citizen Solutions, describes itself as a firm with more than 10 years advising international clients and more than 100 professionals across its legal, immigration and advisory teams. The summit coincides with the celebration of that first decade of activity.

Day one: the new geography of wealth

On Thursday 5 November, under the theme “The New Geography of Wealth & Mobility”, the main stage will address the future of global mobility and where wealth is moving, with a session on the new hubs attracting wealth and what they mean for investors.

One of the blocks of greatest interest to the real estate sector will be the session “Capital with Purpose: How Portugal’s Golden Visa Investments Are Contributing to the Economy and Society”, scheduled for 11:45, which will analyse how investments channelled through the Portuguese Golden Visa are contributing to the country’s economy and society. Earlier, at 11:00, the programme will discuss what nations gain by attracting foreign investment and wealth creators.

The programme dedicates a session to how Portuguese Golden Visa investments contribute to the country’s economy and society

The afternoon will open with “Europe 2027: Your Roadmap to Residency in Spain, Italy, Greece and Malta”, a roadmap of residency routes in Spain, Italy, Greece and Malta, followed by a session on visa pathways for investors and talent in the United States. The day will conclude with an analysis of Asset Location vs. Asset Allocation and a practical guide to banking, healthcare and everyday logistics abroad. There will also be a slot dedicated to St Kitts and Nevis and Caribbean citizenship.

A dedicated workshop on Portuguese real estate

In parallel, the Breakout Room will host five practical sessions on day one. Among them is the “Portugal Real Estate” workshop at 14:00, devoted to the Portuguese real estate market. The day’s other workshops will cover Portugal’s IFICI tax regime and how to combine it with residency, immigration to Italy and Greece, and residency and compliance solutions for restricted nationals.

The “Portugal Real Estate” workshop will be held on 5 November at 14:00 in the summit’s Breakout Room

Day two: global wealth and the international family

On Friday 6 November, under the title “Global Wealth & the International Family”, the focus shifts to wealth management. The programme includes sessions on diversification and wealth management for the global citizen, investment migration in a changing world, with new destinations and lessons learned, contingency planning for global families, and how international families structure their wealth in private banking.

In the afternoon, the summit will turn to longevity, with the sessions “Are You Really Ready for a 100-Year Life?” and “Longevity Is the New Luxury”, philanthropy through the story of the Tara Health Foundation, and raising children across borders. Day two workshops will focus on tax for Americans abroad, immigration to Spain, Caribbean citizenship, residency and investment in Panama, and residency and citizenship in Malta. The summit will close with a guided Portuguese wine tasting.

Day two includes a dedicated workshop on immigration to Spain within the block on the international family

25 speakers from banking, government and advisory

The line-up brings together 25 speakers. From the organiser, they include Patricia Casaburi, founder and CEO of Global Citizen Solutions, and Mehdi Kadiri, its president. From the institutional side, Calvin St. Juste, of the St Kitts and Nevis Citizenship Unit, and Alex Muscat, a Member of Parliament in Malta, will take part.

The financial block will feature representatives of Citigroup Private Bank, Julius Baer, EFG, Optimize Investment Partners, C2 Capital, BlueCrow Capital and Green Ocean Global Advisors, as well as the European Longevity Hub and Cascais Ventures. Also on the line-up are Bruno L’ecuyer, of the Investment Migration Council, and Albert Morgenstern, Chief Financial Officer of Construnews and academic collaborator at ESADE Business School.

The event’s partners and sponsors include Goldcrest Portugal Real Estate, Optimize Investment Partners, CapitalPartners (a member of Gaw Capital), Blue Crow, Lisboa 2030, the Portuguese Chamber of Commerce, CNN Portugal, Atlântico Europa, João M. Barbosa and Cascais Ventures.

Registration

The ticket gives access to both days, the networking lunches and the rooftop cocktail on the evening of day two. The Advance rate was 499 euros until 30 October, and the Final rate is 599 euros from 31 October to 4 November. Tickets are non-refundable but transferable, and workshops do not require booking. More information and registration at wealthandmigrationsummit.com.

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