The rules of global mobility are changing faster than most investors can plan around them. This November in Lisbon, the people shaping those rules and the advisers helping families navigate them will be in the same room.
A second residency is no longer just an immigration decision.
For internationally mobile families, it can affect tax exposure, succession planning, banking, investment strategy, education, lifestyle and the ability to respond quickly when circumstances change.
And the landscape is moving fast.
Portugal removed real estate from its Golden Visa route in 2023. Other European programs have been reformed or restricted. Tax frameworks continue to evolve, and the decisions families make today increasingly require advice across multiple disciplines rather than from a single specialist.
That is the thinking behind the Wealth & Migration Summit, hosted by Global Citizen Solutions in Lisbon on November 5 and 6.
Rather than focusing on one country or one residency route, the Summit brings together specialists in investment migration, law, tax, private banking, wealth planning and longevity to look at the bigger picture.
Here are five questions worth asking before making your next global move.
1. What does European investment migration look like now?
Europe’s residency-by-investment landscape has changed considerably in recent years.
Day one of the Summit, The New Geography of Wealth & Mobility, will examine which routes remain available, how different programs are evolving and what investors should understand before committing capital.
The discussion goes beyond simply identifying which programs are still open. It looks at how regulation, politics and investor priorities are reshaping the market itself.
2. What does Portugal’s Golden Visa look like after real estate?
Portugal remains one of Europe’s most closely watched residency markets, but the structure of its Golden Visa has changed.
With direct property investment no longer qualifying, regulated investment funds have become a much more important part of the conversation.
A dedicated panel featuring Optimize, C2 Capital Partners and Blue Crow will explore how the fund route works, how capital is being deployed and what role these investments play in the Portuguese economy.
For investors, it is an opportunity to hear directly from fund managers rather than only from intermediaries.
3. Are you planning for a visa, or for your family’s future?
Residency is often only the first layer of a much larger decision.
Cross-border families may also need to consider tax residence, succession planning, asset structures, banking relationships, education and where future generations will live.
Day two, Global Wealth & the International Family, focuses on those interconnected decisions.
As GCS Co-Founder and CEO Patricia Casaburi notes, decisions that once sat with a single specialist now increasingly require coordinated advice across law, tax, banking and immigration.
That shift is one of the central themes of the Summit.
4. Which jurisdiction actually fits your objectives?
There is no universal “best” residency or citizenship program.
The right choice depends on what a family is trying to achieve.
Tax efficiency, mobility, lifestyle, education, investment exposure, succession planning and long-term security can all lead to very different answers.
Practical workshops during the Summit will examine residency pathways in Portugal, Spain, Italy, Greece, Malta and Panama, alongside Caribbean citizenship options for families considering a broader contingency strategy.
The focus will be on real scenarios and practical questions, not simply program presentations.
5. What changes when you start planning for a 100-year life?
Longer lives are changing the assumptions behind traditional wealth planning.
If people live and remain active for longer, questions around retirement, inheritance, healthcare, geographic mobility and intergenerational wealth also begin to change.
Longevity researcher Dr. Nina Patrick and Ruth Shaber, MD, Co-Founder of the Futura Foundation, join a speaker lineup that also includes Bruno L’Ecuyer of the Investment Migration Council.
A keynote session will explore what preparing for a 100-year life means for wealth, mobility and family planning.
Why Lisbon, and why now?
The most important decisions around global mobility are becoming harder to separate
Residency affects tax. Tax affects investment. Investment affects succession. Family priorities affect all of them.
The value of the Wealth & Migration Summit lies in bringing those conversations together.
With attendance capped at 200 delegates, the event is designed for meaningful discussion rather than a large conference crowd.
A limited number of delegate passes are available until mid-October.
The Wealth & Migration Summit takes place on November 5–6, 2026, at the EPIC SANA Marquês Hotel in Lisbon.
See the full program and register at wealthandmigrationsummit.com.
