Tax Planning Immigration by Investment Wealth Protection and Succession Offshore Investment
Setting The Stage
As domestic challenges grow, American families, entrepreneurs, and high-net-worth individuals (HNWIs) increasingly seek opportunities beyond U.S. borders. Rising political polarization, heightened taxation, ongoing concerns over gun violence, and the aftermath of landmark changes such as the overturning of Roe v. Wade have reshaped perceptions of the American Dream. Economic pressures, alongside a shifting global tax landscape driven by OECD initiatives like the Global Minimum Tax, have further fueled this movement.
The Outbound Investment USA Summit is a premier platform designed to bridge the gap between HNWIs and their advisors with leading international providers. It offers unparalleled insights into investment migration, global real estate opportunities, tax optimization strategies, and advanced wealth planning services, tailored to those who prioritize global mobility and financial security. This summit caters to those looking for freedoms—personal, economic, and political—that align with their evolving aspirations.
TESTIMONIALS
Why You Should Attend the Outbound Investment USA Summit 2025
US Renunciation Fees to be Reduced: Recent updates indicate that the U.S. State Department plans to reduce the renunciation fee from $2,350 to $450. This fee reduction aims to address criticisms of its high cost as a barrier for Americans living abroad. A final rule on this proposal is anticipated soon, with implementation possibly occurring in September 2024. This adjustment could drive increased demand for expatriation services and global investment planning. (The American Magazine, Americans Overseas)
Tax Obligations and Worldwide Income: The United States enforces citizenship-based taxation, requiring its citizens to pay taxes on their global income regardless of residence. This has intensified the demand for tax planning and wealth protection services among expatriates, especially given ongoing debates around simplifying these tax laws. (Americans Overseas)
Increase in Wealth Mobility Post-SCOTUS Rulings: Recent Supreme Court rulings on social and political issues have contributed to a surge in interest in residency and citizenship-by-investment programs among affluent Americans. Political polarization and personal safety concerns are significant drivers of this trend. (Forbes)
Largest Population of Millionaires: The United States maintains the largest millionaire population globally, with over 22 million individuals. This wealthy demographic represents a critical market for investment migration programs, real estate ventures, and financial services tailored to affluent clients. (Forbes)
Smart Capital Leads the Way: High-net-worth individuals continue to lead the demand for global mobility solutions, with a trend towards expanding such services to the mass affluent segment. This presents an opportunity for providers of financial planning and citizenship solutions. (Americans Overseas, Forbes)
U.S. Entry Requirements
Generally, a citizen of a foreign country who wishes to enter the United States must first obtain a visa, either a nonimmigrant visa for a temporary stay, or an immigrant visa for permanent residence. Visitor visas are nonimmigrant visas for persons who want to enter the United States temporarily for business (visa category B-1), for tourism (visa category B-2), or for a combination of both purposes (B-1/B-2).
There are several steps to apply for a visa. The order of these steps and how you complete them may vary by U.S. Embassy or Consulate. Please consult the instructions on the U.S. Embassy or Consulate website.
For more information on how to apply for or renew a U.S. tourist visa, please log on the U.S. government’s official website.
Who will you meet?
- Outbound Investment USA Summit is both B2B and B2C format. During the day the format will include interactive panels, independent expert speeches, and networking sessions with the top intermediaries from the area including: Independent Financial Advisors, Certified Financial Planners, Private Client Lawyers, Tax Planners, Wealth Managers & Estate Planners, and other professionals who help Americans immigrate and plan their cross border tax and wealth issues.
- At the end of the day, we will open the exhibition for end clients for a lively cocktail and an interactive dinner event designed to ensure maximum visibility & interactivity with both intermediaries and end clients alike. This will truly be the business development opportunity of the year.
Conference Topics
- Citizenship & residence planning as a tax planning tool
- Real estate market trends for HNWI
- Second residency/citizenship for asset protection and preservation
- Tax transparency and regulatory considerations in HNW migration
- Citizenship vs. permanent residence by investment, programs and comparison
- Inheritance strategies and estate planning for family wealth
- Cross-border asset allocation and preservation
- Family trust challenges for UHNWI
- International tax planning and tax transparency updates
- Tax planning under a multijurisdictional context
- FATCA/CRS updates and implications
- Expatriation planning and execution
Schedule of Events
3/31
Welcome Cocktail at the Hilton Martinique
Join us for a leisurely cocktail session from 6 pm to 8 pm. Reconnect with old friends and make new connections in a relaxed atmosphere overlooking the geographic center of the megacity. Enjoy drinks as we set the stage for the exciting days ahead.
4/1
B2B and B2C Summit
From 8 am to 6 pm, the main conference is held at the Grand Ballroom, providing international solution providers an unparalleled platform to meet with hundreds of local potential partners. Leveraging 15 years of experience in B2B conferences, this event promises to bring together influential decision-makers shaping the industry.
4/2
Travel Day
4/3
B2B and B2C Summit
4/3
Farewell Party
Conference Ticket Price
Standard ticket
$1500
- Conference & Exhibition
- 4 Socials Events
- Access to networking platform & mobile app
Patron Sponsor Ticket
$2500
- Conference & Exhibition
- 4 Socials Events
- your logo listed as a sponsor
- Access to networking platform & mobile app
- Access to match-making area and meeting tables
- Full delegate list with all contact details provided after the event
Venue
The venue in NYC: Martinique New York on Broadway
Address: 49 W 32nd St, New York, NY 10001
https://maps.app.goo.gl/d7EAkL2A9b9vZUMZ6
Nestled between bustling Herald Square and trendy NoMad, the historic landmark of Martinique New York on Broadway has welcomed guests and inspired cultural innovation for over a century. Find the city’s most iconic attractions including The Empire State Building, Macy’s 34th Street, and Madison Square Garden just one block away. Explore the Art Deco-style accommodations, state-of-the-art amenities, and ever-expanding dining scene. Let unique, light-filled event spaces be the perfect backdrop for your next celebration.
The venue in LA: Sofitel Los Angeles at Beverly Hills
Address 8555 Beverly Blvd. Los Angeles, CA 90048
https://maps.app.goo.gl/fUjiCvkwa4skv49R7
Accommodation
New York: Reserve your accommodation at group rates that are available till March 17th, the cut-off date, in Martinique New York on Broadway where the America Outbound Summit is being held.
– Superior King Room Single/Double $389.00 (price includes $40.00 USD mandatory charge) subject to all applicable state and local taxes.
– Go to Hilton Direct Booking Link
– For any booking inquiries, please contact Carrie Young: [email protected]
Los Angeles: Reserve your accommodation at group rates that are available till March 19th, the cut-off date, in Sofitel Los Angeles at Beverly Hills where America Outbound Summit is being held.
-Superior King Room Single/Double $279.00 subject to all city and state taxes.
-Go to the hotel site: https://www.sofitel-los-angeles.com/
Select Dates and number of guests -> Select “Special Rates” then enter Preferential Code: OICS25 For any booking inquiries, please contact Carrie Young: [email protected]
Current Speakers
Sponsors
