Get ready to take part in the most important event in the USA on:

Tax Planning Immigration by Investment Wealth Protection and Succession

30 Speakers From
Around the World

March 31^st, 2025

April 3^rd, 2025

New York

Los Angeles

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About

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.

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TESTIMONIALS

What a great opportunity for us to present our 'UAE Advantage' initiative in Shanghai during the Asia Outbound Summit, combined with a full-week roadshow in China. We are blessed to carry the UAE flag to such meetings and witness the tremendous response and interest from the international community wherever we go. We engaged with hundreds of new partners, prospective clients, and investors looking to enter the UAE market. The Chinese market has been a significant contributor to the overall GDP and a major foreign investor in the UAE.

I'm so thankful for Matthew and his team with Asia Outbound. They exceeded our expectations with hundreds of people, and hundreds of different enterprise networks. But more importantly, we got together with our friends, our colleagues from all over. We've got 20/30 people from all over, from Dubai, from real estate, from Canada, etc. What a great thing is, is all coming together, working together to provide a great opportunity for everyone. So thank you, Matthew, and we look forward to many other things together.

By the time I arrived here, my expectations had gone up higher to five; now I'm at six, seven; we're at about eight now. And here's the reason why. People who are walking the floors are qualified. People who are leading the events, and people who are putting on AV are qualified. Now we're approaching level eight out of ten of exceeding my expectations for this event.

Hi, I'm Ryan from Canada, also known as Rye Guy with Startup Visa Services. I'm so thankful for Matthew and his team with Asia Outbound. They exceeded our expectations with hundreds of people, and hundreds of different enterprise networks. But more importantly, we got together with our friends, our colleagues from all over. We've got 20/30 people from all over, from Dubai, from real estate, from Canada, etc. What a great thing is, is all coming together, working together to provide a great opportunity for everyone. So thank you, Matthew, and we look forward to many other things together.

Why the USA?

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

U.S. visas for foreign citizens travelling to the United States

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.

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Summit Schedule

Who will you meet?

U.S. Travel Policy

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

Immigration by Investment

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

Wealth Protection & Succession

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

Wealth Protection & Succession

Tax Planning

Tax planning under a multijurisdictional context
FATCA/CRS updates and implications
Expatriation planning and execution

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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

No official events will be planned this day as we will be transferring to Los Angeles in preparation for the following day’s summit.

4/3

B2B and B2C Summit

From 8 am to 6 pm, join us again at the Grand Ballroom for the second day. This session will continue to foster connections between international solution providers and key decision-makers, ensuring you have ample opportunities to build valuable relationships and explore new partnerships.

4/3

Farewell Party

Enjoy the vibrant Beverly Hills restaurant and nightlife scene. Take part in the farewell dinner and celebrate your business achievements with friends and colleagues. It will be a memorable conclusion to an incredible week.

Conference Ticket Price

Standard ticket

$1500

Patron Sponsor Ticket

$2500

Ordinary ticket

$200

4 Events
3 Socials
Corporate Branding
1 Cultural Tour

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

The Sofitel Los Angeles at Beverly Hills is a luxury urban resort hotel & spa featuring a rooftop pool, an outdoor garden patio and a trendy bar with craft cocktails, delicious bar bites and famous daily entertainment from Jazz to Salsa. It is located across of the street of L.A. largest shopping mall the Beverly Center, within 2mi of Rodeo Dr, Sunset Blvd, the Grove & the Academy Museum.

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]