Outbound
Summit
USA 2026

Join us for an exclusive gathering designed for investors, entrepreneurs, and professionals across finance, immigration, wealth management, consulting, legal, real estate, and more.
Register now

Event Details

September 23 – 26, 2026

USA

Booking starts from now

$75

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About Us

Join us on September 23 – 26, in USA for the Outbound Summit, an exclusive gathering designed for investors, entrepreneurs, and professionals across finance, immigration, wealth management, consulting, legal, real estate, and more.
Learn More

What You'll Gain

This summit offers a unique opportunity to:

Expand Your Global Expertise

Master the intricacies of cross-border investment, including global mobility, tax optimization, asset protection, and compliance.

Develop Comprehensive Multi-Jurisdictional Solutions

Ensure clients' safe landing wherever they want to live and do business, facilitating smooth transitions across international markets.

Deepen Your Understanding of International Regulations

Confidently guide clients through complex cross-border legal and financial environments.

Strengthen Risk Management Strategies

Protect wealth and assets from economic volatility and legal threats across multiple jurisdictions.

Upcoming In

23rd - 26th September

USA

What Is Covered

Key Focus Areas & Core Topics

Legal and Risk Management

Fortify Client Operations Globally: Learn advanced strategies to manage legal risks and ensure compliance with international regulations.
Plan for Sustainable Global Growth: Develop comprehensive legal and risk management plans that support long-term international success.

Cross-Border Financial Planning

Navigate Complex Financial Landscapes: Engage with experts to manage multi-jurisdictional financial challenges, including corporate structuring, capital structuring, and tax efficiency.
Maximize Global Investment Returns: Understand how to structure investments across borders to optimize returns and minimize risks.

Global Mobility & Residency Planning

Second Citizenship by Investment & Descent: Explore pathways to obtaining second citizenship through investment programs and ancestry-based citizenship options.
Golden Visas & Residency by Investment: Learn about the most attractive global residency programs that offer long-term benefits for investors, entrepreneurs, and high-net-worth individuals.
Special Tax Regimes for New Residents: Understand the unique tax incentives available for new residents in various jurisdictions, including lump-sum taxation, non-domiciled regimes, and high net-worth tax incentives.
Special Tax Regimes for New Residents: Understand the unique tax incentives available for new residents in various jurisdictions, including lump-sum taxation, non-domiciled regimes, and high-net-worth tax incentives.

Wealth Protection & Succession Planning

Protect and Preserve Wealth: Understand advanced asset protection techniques to safeguard estates from economic fluctuations and legal risks across borders.
Plan for Generational Wealth Transfer: Craft succession plans that ensure a smooth transition of wealth across generations, focusing on the implications of international estate and tax laws.

Who Should Attend

Investors

Family
Offices

Legal
Advisors

Entrepenures

Insurance
Specialists

Consulting
Experts

Immigration
Advisors

Tax
Advisors

Financial
Professionals

Estate Planning
Advisors

Offshore
Investors

Real Estate
Professionals

Professionals seeking to expand their knowledge of international matters affecting their clients, and individuals looking to broaden their options overseas.

Why Attend

Grow

Enhance your professional growth by actively engaging in learning about the latest trends and exploring new strategies that can effectively assist your clients.

Connect

Forge new partnerships both locally and globally with like-minded professionals who share similar goals and interests to enhance and expand your professional network.

Profit

Create tailored services for existing clients to meet evolving needs, boost satisfaction and loyalty, and strengthen referral partnerships through trusted relationships and organic word-of-mouth growth.

Enjoy

Immerse yourself in an exclusive and sophisticated conference setting at the renowned venue TBA.

2025 Speakers

A curated lineup of experts sharing insights, experience, and inspiration.

Angelo Robles

Founder & Chairman
Robles Family Office & HoldCo

Guilherme Valadares Carreiro

Investment Professional
Oxy Capital

Duarte Calheiros Menezes

Fund Manager & Partner
BlueCrow Capital

Gonçalo Mendes Leal

Founding Partner
NSMLawyers

Yassin Mohamdi

CEO and Managing Partner
THE BUYERS CIRCLE

Blake Harris

Founding Principal
Blake Harris Law

Pedro Lino

CEO and CIO
Optimize Investment Partners SGOIC SA

Francisco Martins

Managing Partner
ActiveCap

Nuno Serafim

Managing Partner
3 Comma Capital SCR

Vasilis Leivadas

Head of Business Development
LUX&EASY

George Andreou

Sales Advisor
BBF

Richard Hallam

CBI Director
Ora Caribbean

Ambassador Jeffery Hadeed

Chairman of the Board
Citizenship by Investment Unit Antigua & Barbuda

Nisha Mc Intyre

Managing Director
My Grenada Solutions Inc.

Cameron Fraser

Director
Moon Gate Antigua

Calvin St Juste

Executive Chairman of Citizenship by Investment Unit
St. Kitts and Nevis

Eleni Drakou

Partner
Michael Kyprianou Law Firm

Nuri Katz

Co-Founder and President
Apex Capital Partners Corp.

Roberta Rodoligo

Head of Client Relations & Compliance
Residency Malta Agency

Shannon Hawley

Managing Director
Daniel Residences

Tine Ponia

Managing Director
Asiaciti Trust Cook Islands

Tammy Fox-Isicoff

Partner
Rifkin & Fox-Isicoff P.A.

Noovai Aspris

Legal Counsel
Trustees & Fiduciaries (Cook Islands) Ltd.

Mc Claude Emmanuel

Chief Executive Officer
Citizenship by Investment Saint Lucia

Cláudia Vasconcelos

Head of Business Development
NEWCO Corporate Services SA

Alicea Castellanos

Chief Executive Officer and Founder
Global Taxes LLC

Ronald Klasko

Chairman
Klasko Immigration Law Partner

Chad Fraser

Founder and Chief Executive Officer
Sonover

Calvin Mazlumyan

Managing Director / Founding Partner
Plan-B Outbound Migration Consultancy

Walter O'Brien

Founder and CEO
Scorpion Computer Services, Inc

Cynthia Brittain

Partner
Holland & Knight LLP

Register & Secure Your Spot

Apply now
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What Our Attendees Say

Checkout some of the posts from our previous events attendees.

" We had an absolute blast participating in the America Outbound Summit! The energy, the connections, and the memories created were truly unforgettable. A big shoutout to everyone who worked to make our presence at these events successful. And, of course, a heartfelt thank you to everyone who stopped by our booth, attended our sessions, or shared their enthusiasm with us. Until next year, America Outbound!
Cláudia Vasconcelos
Head of Business Development, Newco
" Attending the America Outbound Summit 2023 has been a great experience. The professionalism of both speakers and visitors really stood out to me, while the engagement from the audience was profound during all presentations conducted. This has been a truly beneficial summit where the needs of any potential client wishing to consider an alternative residency and/or citizenship, are fully and sufficiently met.
Yiannos Trisokka
Group CEO & Founder, Velment
" It was a pleasure to speak at the America Outbound Summit in NYC. The conference provided a lot of opportunities to network and the quizzes (for a prize) during the breaks were fun, something I have not seen before and I attend a lot of conferences! Looking forward to attending many more Outbound Summits.
Alicea Castellanos
CEO Global Taxes LLC
" The summit proved to be an excellent platform to showcase the Cook Islands' world-class asset protection and wealth management solutions. I'm sure attendees, including financial advisors and wealth managers, left with a deeper understanding of the unique benefits our jurisdiction offers.
Tony Fe'ao
CEO, Cook Islands Finance
" Very exciting event connecting with American bankers, wealth managers, tax planners, investors, and family offices to help them prepare their client’s Plan ‘B’ for this upcoming November no matter which side of the fence they’re on.
Reza Motalebpour
Founder at INGWE Canada
" I was very impressed with the conference and the overall organization. The conference was well attended by professionals and the social events gave us great opportunities for networking. The panels covered a number of hot topics for the industry.
Eleni Drakou
Partner at Michael Kyprianou
" I was on an Asset Protection panel with some very bright professionals. Very informative and helpful information. The conference was well organized with exceptional topics and speakers.
Jeffrey Verdon
Partner and Chair of the Asset Protection Practice Group, Falcon Rappaport & Berkman LLP
" We are pleased with the results and the connections we made through this Summit. The United States is now a key market for the Investment Migration industry and America Outbound is a good way to tap into it.
Valentina Sofijanic
Optylon Krea
" I would like to thank your team for organizing these introductions to intermediaries in the USA! A number of them are really promising and we expect to develop successful partnerships with these companies.
Eric Major
CEO Latitude Consultancy
" We always meet new partners who send us clients at the Outbound events.
Duarte Calheiros
Fund Manager & Partner,Bluecrow Capital
" As a Portugal Golden Visa Eligible Fund Manager operating in a highly competitive environment, the Outbound Summits have been an effective channel to gain new investors and productive partnerships.
Francisco Martins
Managing Partner, ActiveCap

Previous Partners

Proudly collaborating with the organizations that move the needle forward

Gold Partners

Ruby Partners

Sapphire Partners

Silver Partners

Official Portugal Language Partners

Official Technology Partners

Bronze Partners

Bronze Networking Partners

Titanium Partners

Titanium Networking Partners

Exhibition Partners

Wifi Partners

Patron Partners

Partner

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